Quinn
Schneider
Beacon Pointe Advisors, LLC
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About this Advisor
Quinn Schneider is a financial advisor based in Charlotte, North Carolina, working with Beacon Pointe Advisors, LLC. Quinn has previously held positions at Linden Grove, St Mary's Catholic School, Household, Asheville Community Movement, Horeb Springs Aquatic Center, University of North Carolina Asheville, University of North Carolina-Asheville, Mission Health, Meritor, Altavista Wealth Management Inc, Beacon Pointe Advisors, LLC, and University of North Carolina. Quinn has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Quinn is part of Beacon Pointe Advisors, LLC, which operates out of Charlotte, North Carolina. The firm has 26 offices and 500 employees. The firm manages assets totaling $31.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Beacon Pointe Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Beacon Pointe Advisors, LLC Brokerage Details
$31,279,960,486
500
47,098
$664,146
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
Quinn Schneider Work History
Beacon Pointe Advisors, LLC
Altavista Wealth Management Inc
Meritor
Altavista Wealth Management Inc
Mission Health
Mission Health
Horeb Springs Aquatic Center
University Of North Carolina-Asheville
Horeb Springs Aquatic Center
University Of North Carolina Asheville
St Mary'S Catholic School
Household
Asheville Community Movement
University Of North Carolina
Linden Grove
Disclosures
Please visit the SEC profile of Quinn Schneider 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
Fort Lauderdale, FL
Charlotte, NC
Winter Park, FL
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Summit, NJ
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