AG
CFP
AG
CFP

Alisa B Garnek

9 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
390 advisors
Number of Clients
18,377 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$39.8B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
Loading...

Location

Two Bala Plaza, Suite 806, Bala Cynwyd, PA, 19004

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Alisa is a licensed insurance agent with Beacon Pointe Insurance Services, LLC, selling life and/or accident/health insurance since 2018. This activity requires minimal time and occurs during securities trading hours.

Employment History
Current Registrations
Beacon Pointe Advisors, LLC
March 2018 - Present · 7 yrs 11 mos
Previous Registrations
Beacon Pointe Wealth Advisors, LLC
March 2018 - April 2020 · 2 yrs 1 mo
Janney Montgomery Scott LLC
October 2016 - March 2018 · 1 yr 5 mos
Janney Montgomery Scott LLCBroker
August 2016 - March 2018 · 1 yr 7 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.