Bruce
Burgess
Beacon Pointe Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Bruce Burgess is a financial advisor operating in Waltham, Massachusetts who has 1 year of industry experience. Burgess is on the advisory team at Beacon Pointe Advisors, LLC. Throughout their career, Burgess has worked at Jp Morgan Securities, LLC, Beacon Pointe Insurance Services, Jp Morgan Chase Bank, N.A, Charles Schwab & Co., Inc, Charles Schwab Bank, Nasdaq Omx Group, Q4 Web Systems, Inc, Independent Contractor, Guardian Life Insurance Co Of America, Park Avenue Securities, LLC and Beacon Pointe Advisors, LLC. Burgess has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Massachusetts. Beacon Pointe Advisors, LLC is a registered investment firm headquartered in Newport Beach, CA. The firm has offices in 26 locations and a total of 420 people on staff. It oversees $23 billion in assets across its 42,223 customer accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advice to 85 charitable organizations. Of its 42,223 accounts, 36% are held by high-net-worth clients who have greater than $1 million in assets. The business provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. A financial advisor's fee schedules typically are based on which services the firm provides the client. Fees billed by Beacon Pointe Advisors, LLC can consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Beacon Pointe Advisors, LLC Brokerage Details
$23,245,734,845
420
42,223
$550,547
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Bruce Burgess Work History
Bruce has been registered as a financial advisor for 1 years.*
Beacon Pointe Insurance Services
Beacon Pointe Advisors, LLC
Jp Morgan Securities, LLC
Jp Morgan Chase Bank, N.A
Guardian Life Insurance Co Of America
Park Avenue Securities, LLC
Charles Schwab & Co., Inc
Charles Schwab Bank
Q4 Web Systems, Inc
Independent Contractor
Nasdaq Omx Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bruce Burgess to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Beacon Pointe Advisors, LLC
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
