John
Gerling
Beacon Pointe Advisors, LLC
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About this Advisor
John Gerling is a financial advisor based out of Bloomfield Hills, Michigan who has 1 year of relevant experience. Gerling is on the advisory team at Beacon Pointe Advisors, LLC. During their career, Gerling has held roles at Collins & Blaha, P.C, Fsc Securities Corporation, Michigan Financial Advisors Corp and Beacon Pointe Advisors, LLC. Gerling maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Michigan. Beacon Pointe Advisors, LLC is a firm based in Newport Beach, CA. It has offices in 26 locations and a total of 420 advisors. It controls $23 billion in assets across its 42,223 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 85 charitable organizations. Of its 42,223 client accounts, 36% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm provides a broad set of services, including 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. Fees for financial advice typically vary depending on the services. However, fees charged by Beacon Pointe Advisors, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
John Gerling Work History
John has been registered as a financial advisor for 1 years.*
Beacon Pointe Advisors, LLC
Fsc Securities Corporation
Michigan Financial Advisors Corp
Collins & Blaha, P.C
*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 John Gerling 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
Scottsdale, AZ
Newport Beach, CA
Denver, CO
Newport Beach, CA
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Campbell, CA
Newport Beach, CA
Newport Beach, 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.
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