linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Georgia Lee Bennicas

Beacon Pointe Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Georgia? Claim Your Profile

About Georgia Lee Bennicas

Georgia Lee Bennicas is an investment advisor representative registered with Beacon Pointe Advisors, LLC. Georgia has been working in the financial services industry since 1983, specializing in the areas of financial planning, portfolio management, and pension consulting.

Firm Information

Georgia Bennicas is currently registered with Beacon Pointe Advisors, LLC. Beacon Pointe Advisors, LLC is a Newport Beach, CA-based investment advisor with over 30 billion in assets under management. The firm provides financial planning, portfolio management, and consulting services to a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. Beacon Pointe Advisors has over 120 licensed agents and 290 investment advisor representatives.
Beacon Pointe Advisors, LLC

24 CORPORATE PLAZA

NEWPORT BEACH, CA 92660

$31.28B

Assets Under Management

100

Total Clients

279

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

consulting services

Consulting services

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Georgia Bennicas’s Registration & Firm History

CA

01/01/2025 - Present

Beacon Pointe Advisors, LLC (Portola Valley CA)

CA

12/10/2004 - 11/13/2013

CENTAURUS FINANCIAL, INC. (WOODSIDE CA)

MA

07/14/1989 - 12/14/2004

ASSOCIATED SECURITIES CORP. (BOSTON MA)

NA

01/31/1985 - 07/18/1989

INTEGRATED RESOURCES EQUITY CORPORATION

NA

07/21/1983 - 02/08/1985

EQUITEC SECURITIES COMPANY

Not sure if Georgia Lee Bennicas is right for you?

Licenses & Designations

BC

Issued 07/10/1989

Series 24 - General Securities Principal Examination

BC

Issued 07/16/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Georgia Lee Bennicas.
Not sure if Georgia Lee Bennicas is right for you?