Emerald
Ward
Beacon Pointe Advisors, LLC
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About this Advisor
Emerald Ward is a financial advisor based in Dallas, Texas, working with Beacon Pointe Advisors, LLC. Emerald has previously held positions at Ameriprise, Victoria Secret Pink, Utah State University, Bath And Body Works, Ameriprise Financial Services, Texas Tech University, Amicus Financial Advisors, Plancorp, LLC, Sfmg Wealth Advisors, and Beacon Pointe Advisors. Emerald is registered to provide services in Texas. Currently, Emerald is part of Beacon Pointe Advisors, LLC, which operates out of Dallas, Texas. 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
Emerald Ward Work History
Beacon Pointe Advisors
Sfmg Wealth Advisors
Plancorp, LLC
Amicus Financial Advisors
Texas Tech University
Ameriprise
Ameriprise Financial Services
Vicotria Secret Pink
Utah State University
Bath And Body Works
Disclosures
Please visit the SEC profile of Emerald Ward 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
Los Angeles, CA
Bala Cynwyd, PA
Charlotte, NC
Dallas, TX
Dallas, TX
Newport Beach, CA
Newport Beach, CA
Summit, NJ
The content in this profile was updated by SmartAsset on 6/19/2024. 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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