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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Le is an Investment Advisor Representative associated with Beacon Pointe Advisors, LLC. David is a Certified Financial Planner and holds the Series 65 license. David has been with Beacon Pointe Advisors, LLC since October 2014 and currently works from their Newport Beach, CA office. David has been registered with the state of California since December 2015. Beacon Pointe Advisors, LLC specializes in providing 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. Beacon Pointe Advisors, LLC has a client base of 100 clients with total assets under management of $31,279,960,486.
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
12/23/2015 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
IA
Issued 12/23/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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