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AL
CFP
AL
CFP

Alicia Marie Langdon

Beacon Pointe Advisors, LLC
9 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningTax PlanningHigh Net Worth
Beacon Pointe Advisors, LLC
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

Location

24 Corporate Plaza, Suite 150, Newport Beach, CA, 92660

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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.

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Employment History
Current Registrations
Beacon Pointe Advisors, LLC
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
Wpwealth LLP
June 2018 - April 2023 · 4 yrs 10 mos
LPL Financial LLCBroker
August 2017 - March 2018 · 7 mos
Charles Schwab & CO., INC.Broker
March 2016 - June 2017 · 1 yr 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.