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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Indya? Claim Your ProfileIndya Maree Yuill is a financial advisor who specializes in helping individuals and families achieve their financial goals. Indya has been in the industry for over 7 years. Indya has a Series 7, Series 66 and SIE license and is registered as an Investment Advisor Representative in California. Indya's firm, Beacon Pointe Advisors, LLC, is a registered investment advisor with offices in Los Angeles and Newport Beach. Beacon Pointe Advisors, LLC is a comprehensive wealth management firm offering financial planning, investment management, retirement planning, and estate planning 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.
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CA
01/07/2019 - Present
Beacon Pointe Advisors, LLC (LOS ANGELES CA)
IL
05/01/2015 - 04/29/2016
GUGGENHEIM FUNDS DISTRIBUTORS, LLC (CHICAGO IL)
BOTH
Issued 05/12/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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