Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garth? Claim Your ProfileGarth Kevin Flint is a financial advisor in Newport Beach, CA. Garth is a registered representative of Beacon Pointe Advisors, LLC and has been in the industry since 1969. Garth has a variety of experience in the financial industry, including working for Kidder, Peabody & Co. Incorporated, Merrill Lynch, Pierce, Fenner & Smith, Inc., Canterbury Capital Services, Inc., and Berthel, Fisher & Company Financial Services, Inc. Garth has also earned his Series 1, 3, 24, 63, and 65 licenses. Garth specializes in working with high net worth individuals, corporations, and other businesses. Garth offers a variety of services including financial planning, portfolio management, and consulting services.
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.
1
2
CA
01/01/2025 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
IA
03/15/2002 - 05/13/2005
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
CA
11/18/1988 - 03/18/2002
CANTERBURY CAPITAL SERVICES, INC. (NEWPORT BEACH CA)
NA
05/19/1978 - 01/03/1989
KIDDER, PEABODY & CO. INCORPORATED
NA
10/18/1976 - 05/19/1978
KIDDER, PEABODY & CO., INCORPORATED
NA
02/05/1969 - 10/17/1976
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 08/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/06/1982
Series 3 - National Commodity Futures Examination
BC
Issued 08/15/1977
PC - AMEX Put and Call Exam
BC
Issued 01/31/1969
Series 1 - Registered Representative Examination
Active
Inactive
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