Alisa
Garnek
Beacon Pointe Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Alisa Garnek is a certified financial planner based in Bala Cynwyd, Pennsylvania who has 5 years of relevant experience. Garnek is currently employed by Beacon Pointe Advisors, LLC. Throughout their career, Garnek has worked at Janney Montgomery Scott LLC, Jp Morgan Chase, Bertucci'S, Accountemps, Widener University, Beacon Pointe Wealth Advisors, LLC, Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services, LLC. Garnek has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania. Beacon Pointe Advisors, LLC is an advisory business that has its headquarters in Newport Beach, CA. The company has offices in 26 locations and a total of 420 financial advisors. It has $23 billion in total assets among its 42,223 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 85 charitable organizations. Of its 42,223 client accounts, 36% belong to high-net-worth clients who have greater than $1 million in investable assets. Beacon Pointe Advisors, LLC provides a number 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. Fees charged by financial advisors usually depend on the financial services offered. Fee types charged by Beacon Pointe Advisors, LLC most likely are comprised 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
Alisa Garnek Work History
Alisa has been registered as a financial advisor for 5 years.*
Beacon Pointe Advisors, LLC
Beacon Pointe Insurance Services, LLC
Beacon Pointe Wealth Advisors, LLC
Beacon Pointe Advisors, LLC
Janney Montgomery Scott LLC
Bertucci'S
Accountemps
Widener University
Jp Morgan Chase
*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 Alisa Garnek 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
Scottsdale, AZ
Newport Beach, CA
Draper, UT
Denver, CO
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.
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.
