Unclaimed Profile

Mark Vincent Mathers

BEACON POINTE WEALTH ADVISORS, LLC·NEWPORT BEACH, California

Series 6, Series 7, Series 24, Series 63, Series 65CFPClean record20 years registeredBEACON POINTE WEALTH ADVISORS, LLC

24 CORPORATE PLAZA DRIVE, NEWPORT BEACH, CA 92660CRD# 2747645Firm CRD# 151328

Profile Verification

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

Identity

Mark Vincent Mathers · NEWPORT BEACH, CA

Registration

CRD #2747645 · BEACON POINTE WEALTH ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

BEACON POINTE ADVISORS, LLC

Jan 2016 – present

BEACON POINTE WEALTH ADVISORS, LLC

Jan 2016 – Apr 2020

WALTHAM, MA

BP WEALTH MANAGEMENT

Nov 2014 – Feb 2015

BOSTON, MA

BANYAN PARTNERS, LLC

Aug 2013 – Nov 2014

BOSTON, MA

SILVER BRIDGE

Oct 2010 – Aug 2013

BOSTON, MA

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2009 – Sep 2010

BOSTON, MA

RAYMOND JAMES FINANCIAL SERVICES

Nov 2006 – Jan 2009

BOSTON, MA

LINSCO/PRIVATE LEDGER CORP.

Mar 2006 – Oct 2006

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · March 6, 2006

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEACON POINTE WEALTH ADVISORS, LLC

CRD 151328 · SEC 801-70550

AUM

$3.2B

Regulatory assets under management

Employees

103

9,591 client accounts

Services offered by BEACON POINTE WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BEACON POINTE WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Mark Vincent Mathers offer?

Mark Vincent Mathers specializes in Financial Planning, Investment Management. Contact their office in NEWPORT BEACH, California for a consultation.

What are Mark Vincent Mathers's credentials?

Mark Vincent Mathers holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Mark Vincent Mathers located?

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

How does Mark Vincent Mathers charge for services?

Mark Vincent Mathers'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 WEALTH ADVISORS, LLC?

BEACON POINTE WEALTH ADVISORS, LLC has approximately 103 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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