Unclaimed Profile

Commie Stevens

BEACON POINTE ADVISORS, LLC·NEWPORT BEACH, California

Series 65Clean record15 years registeredBEACON POINTE ADVISORS, LLC

24 CORPORATE PLAZA, NEWPORT BEACH, CA 92660CRD# 5908057Firm CRD# 119290

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Commie Stevens · NEWPORT BEACH, CA

Registration

CRD #5908057 · BEACON POINTE ADVISORS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

BEACON POINTE ADVISORS, LLC

Jul 2011 – present

BEACON POINTE WEALTH ADVISORS, LLC

Oct 2014 – Apr 2020

NEWPORT BEACH, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 29, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEACON POINTE ADVISORS, LLC

CRD 119290 · SEC 801-60943

AUM

$31.3B

Regulatory assets under management

Employees

500

47,098 client accounts

Services offered by BEACON POINTE ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BEACON POINTE ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Commie Stevens offer?

Commie Stevens specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.

What are Commie Stevens's credentials?

Commie Stevens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Commie Stevens located?

Commie Stevens is based in NEWPORT BEACH, California, working with BEACON POINTE ADVISORS, LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.

How does Commie Stevens charge for services?

Commie Stevens's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BEACON POINTE ADVISORS, LLC?

BEACON POINTE ADVISORS, LLC has approximately 500 employees and manages $31.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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