Petra
Ljubic-Lane

Beacon Pointe Advisors, LLC

CRD#7072411
Investment Advisor
in Seattle, WA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Petra Ljubic-Lane is a financial advisor based in Seattle, Washington, working with Beacon Pointe Advisors, LLC. Petra has previously held positions at Cpwm, LLC, Kibble & Prentice, and Beacon Pointe Advisors, LLC. Petra has passed the Series 65 regulatory exam and is registered to provide services in Washington. Currently, Petra is part of Beacon Pointe Advisors, LLC, which operates out of Seattle, Washington. 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 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

5001 25Th Ave. Ne Suite 201 E
Seattle, WA 98105

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Beacon Pointe Advisors, LLC Brokerage Details

Total Assets Under Management

$31,279,960,486

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

500

WA Average: 43
Total Number of Accounts

47,098

WA Average: 3,727
Average Account Size

$664,146

WA 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

Petra Ljubic-Lane Work History

2022 - Present (3 years)

Beacon Pointe Advisors, LLC

2015 - 2022 (7 years)

Cpwm, LLC

2011 - 2015 (4 years)

Kibble & Prentice

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Petra Ljubic-Lane 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

Todd Ruble
Scottsdale, AZ
Carrie Maglia
Newport Beach, CA
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

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.

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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started