Nicholas
English

Beacon Pointe Advisors, LLC

CRD#3118712
Investment Advisor
in Plano, TX

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About this Advisor

Nicholas English is a financial advisor based in Plano, Texas, working with Beacon Pointe Advisors, LLC. Nicholas has previously held positions at Adviceperiod, Beacon Pointe Wealth Advisors, LLC, Beacon Pointe Advisors, LLC, and Westwood Wealth Management. Nicholas has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Nicholas is part of Beacon Pointe Advisors, LLC, which operates out of Plano, 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

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5810 Tennyson Pkwy. Suite 525
Plano, TX 75024

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Beacon Pointe Advisors, LLC Brokerage Details

Total Assets Under Management

$31,279,960,486

TX Average: $7,578,581,321
Total Number of Employees

500

TX Average: 43
Total Number of Accounts

47,098

TX Average: 3,727
Average Account Size

$664,146

TX Average: $2,033,427

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

Nicholas English Work History

2020 - Present (4 years)

Beacon Pointe Advisors, LLC

2019 - 2019 (< 1 year)

Adviceperiod

2019 - 2020 (1 year)

Beacon Pointe Wealth Advisors, LLC

2019 - 2020 (1 year)

Beacon Pointe Advisors, LLC

2006 - 2019 (13 years)

Westwood Wealth Management

Disclosures

Please visit the SEC profile of Nicholas English 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

Carrie Maglia
Newport Beach, CA
Todd Ruble
Scottsdale, AZ
Quinn Schneider
Charlotte, NC
Paige Goll
Winter Park, FL
Bruce Burgess
Waltham, MA
Neil Livingston
Newport Beach, CA
Andrew Rovzar
Newport Beach, CA
Delia Oldak
Summit, NJ

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