Bradley
Meyer
Beacon Pointe Advisors, LLC
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About this Advisor
Bradley Meyer is a certified financial planner operating in Denver, Colorado. Meyer is currently employed by Beacon Pointe Advisors, LLC. Throughout their career, Meyer has worked at Edward Jones, Pacific Life, Toppers Pizza, Kiewit Building Group, Upstream Brewing Company, Camp Lohikan, 54Th Street Bar And Grill, Pizza Pro, Creighton University, Pinnacle Wealth Management and Beacon Pointe Advisors, LLC. Meyer maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Colorado. Beacon Pointe Advisors, LLC is a company headquartered in Newport Beach, CA. The company has offices in 26 locations and a total of 420 financial advisors. It administers $23 billion in assets between its 42,223 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 85 charities and foundations. Of its 42,223 client accounts, 36% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Beacon Pointe Advisors, LLC offers a number of services, such as 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. Fees charged by financial advisors usually vary depending on which service is offered. Fee types charged by Beacon Pointe Advisors, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Beacon Pointe Advisors, LLC Brokerage Details
$23,245,734,845
420
42,223
$550,547
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
Bradley Meyer Work History
Bradley has been registered as a financial advisor for 0 years.*
Beacon Pointe Advisors, LLC
Pinnacle Wealth Management
Edward Jones
Pacific Life
Edward Jones
Toppers Pizza
Kiewit Building Group
Upstream Brewing Company
Camp Lohikan
Creighton University
54Th Street Bar And Grill
Pizza Pro
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bradley Meyer 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
Draper, UT
Newport Beach, CA
Campbell, CA
Newport Beach, CA
Denver, CO
Scottsdale, AZ
Newport Beach, CA
Newport Beach, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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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.
