Sarah
Stubbs

Beacon Pointe Advisors, LLC

CRD#6949072
Investment Advisor
in Dallas, TX

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About this Advisor

Sarah Stubbs is a financial advisor based in Dallas, Texas, working with Beacon Pointe Advisors, LLC. Sarah has previously held positions at UBS Financial Services Inc, The Spa-Los Gatos, and Beacon Pointe Advisors. Sarah has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Sarah 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

Series 63, Series 65

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

5960 Berkshire Ln Suite 1175
Dallas, TX 75225

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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

Sarah Stubbs Work History

2023 - Present (2 years)

Beacon Pointe Advisors

2018 - 2023 (5 years)

Ubs Financial Services Inc

2012 - 2018 (6 years)

The Spa-Los Gatos

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Disclosures

Please visit the SEC profile of Sarah Stubbs 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

Rawles Bell
Dallas, TX
Sean Lamb
Fort Lauderdale, FL
Quinn Schneider
Charlotte, NC
Todd Ruble
Scottsdale, AZ
Leigh Moglia
Newport Beach, CA
Neil Livingston
Newport Beach, CA
Andrew Rovzar
Newport Beach, CA
Delia Oldak
Summit, NJ

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