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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Commie? Claim Your ProfileCommie Stevens is an investment advisor representative with Beacon Pointe Advisors, LLC. Commie is registered with the state of California and has been in the industry since July 2008. Commie is a Series 65 licensed individual and holds a Uniform Investment Adviser Law Examination. Commie Stevens has experience working with high-net-worth individuals, charitable organizations, corporations or other businesses, individuals other than high-net-worth, and pension and profit-sharing plans. Beacon Pointe Advisors, LLC is an investment advisory firm that provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
07/29/2011 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
IA
Issued 07/28/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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