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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Doug? Claim Your ProfileDoug Tillman is an investment advisor representative at Beacon Pointe Advisors, LLC, a firm with headquarters in Newport Beach, CA. Doug Tillman has been in the financial services industry since January 2009. He has worked at Commonwealth Financial Network, CBD Wealth Management and Beacon Pointe Advisors, LLC. He is registered with the state of Louisiana and holds Series 7, 66, and SIE licenses. His firm, Beacon Pointe Advisors, LLC, offers portfolio management services for businesses, individuals, investment companies, and pooled investment vehicles, along with financial planning, pension consulting, educational seminars, publication of periodicals, and selection of other advisers.
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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LA
11/30/2020 - Present
Beacon Pointe Advisors, LLC (METAIRIE LA)
LA
08/11/2016 - 11/18/2020
COMMONWEALTH FINANCIAL NETWORK (Metairie LA)
BOTH
Issued 09/08/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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