Alisa
Garnek
Beacon Pointe Advisors, LLC
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About this Advisor
Alisa Garnek is a financial advisor based in Bala Cynwyd, Pennsylvania, working with Beacon Pointe Advisors, LLC. Alisa has previously held positions at Janney Montgomery Scott LLC, Bertucci's, Accountemps, Widener University, Beacon Pointe Wealth Advisors, LLC, Beacon Pointe Advisors, LLC, and Beacon Pointe Insurance Services, LLC. Alisa has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Alisa is part of Beacon Pointe Advisors, LLC, which operates out of Bala Cynwyd, Pennsylvania. 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.
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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
Alisa Garnek Work History
Beacon Pointe Advisors, LLC
Beacon Pointe Insurance Services, LLC
Beacon Pointe Advisors, LLC
Beacon Pointe Wealth Advisors, LLC
Beacon Pointe Advisors, LLC
Janney Montgomery Scott LLC
Bertucci'S
Accountemps
Widener University
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
Charlotte, NC
Scottsdale, AZ
Scottsdale, AZ
Newport Beach, CA
Newport Beach, CA
Summit, NJ
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