Beacon Pointe
Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans, individuals, and families. We provide full-service financial planning and research driven investments, allowing our clients to make important and informed strategic decisions. We accept no fees from the investment managers we recommend to our clients, as this ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship. This page, and any associated posts, have been provided for informational purposes only and should not be considered as investment advice or as a recommendation.*We will never solicit money, investment instructions, or personal information via direct message (DM).
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Verified contacts
200
available on Kipplo
LinkedIn employees
690
501 to 1000 range
Open roles
9
across 3 depts
Distinct roles
169
indexed titles
Tech stack
5
tools in use
Monthly traffic
4.7K
organic / mo
Hiring · 9 open positions across 3 departments
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Decision-makers and verified team members
200 contacts with verified email or phone · masked until revealed.
- AH
Amanda Henderson
Director of Operations · Operations
EmailPhone - AR
Andrew Reinhardt
Managing Director · General Business & Management
EmailPhone - CP
Chris Palermo
Managing Director · General Business & Management
EmailPhone - CN
Christine Nelson
Principal, Director of Operations · Operations
EmailPhone - CG
Crystal Garner
Principal, Senior Wealth Advisor · Finance & Accounting
EmailPhone - GT
Gary Tangwall
Partner, Senior Wealth Advisor · Finance & Accounting
EmailPhone - GC
Gregg Cowan
Director of Retirement Plan Services · General Business & Management
EmailPhone - JH
Janet Hathaway
General Counsel · Legal
EmailPhone - JO
Jason Overholtzer
Director - Investment Research · Finance & Accounting
EmailPhone
Showing 9 of 200 verified contacts
Top roles at Beacon Pointe
169 distinct titles indexed · top 10 shown.
- 61wealth advisor
- 53partner, managing director
- 49associate wealth advisor
- 42senior wealth advisor
- 25partner, senior wealth advisor
- 15client service associate
- 13client services associate
- 12operations manager
- 11senior associate wealth advisor
- 9principal, senior wealth advisor
- +159more titles
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