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Nicholas William English

Beacon Pointe Advisors, LLC

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About Nicholas William English

Nicholas English is a financial advisor with Beacon Pointe Advisors, LLC. Nicholas has been working in the financial services industry since 2002. Nicholas is licensed to offer investment advice in Texas. Beacon Pointe Advisors, LLC offers financial planning, portfolio management for individuals, businesses, pooled investment vehicles, and investment companies, and publication of periodicals. Nicholas is a Series 66, Series 31, and Series 7 licensed holder. Nicholas also holds a Series 31 and Series 7 license and is a member of FINRA. Nicholas specializes in providing financial advice to high-net-worth individuals, corporations, and charitable organizations. Nicholas is passionate about helping clients achieve their financial goals and has a proven track record of success. In addition to his work with Beacon Pointe Advisors, LLC, Nicholas also owns Longevity Snacks, a healthy food vending machine business.

Firm Information

Nicholas English 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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.

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fixed fees

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

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percentage of assets

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

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Nicholas English’s Registration & Firm History

TX

01/03/2020 - Present

Beacon Pointe Advisors, LLC (PLANO TX)

TX

01/07/2008 - 12/31/2012

FORESIDE FUND SERVICES, LLC (DALLAS TX)

NY

03/01/2004 - 03/13/2006

MORGAN STANLEY DW INC. (PURCHASE NY)

NY

12/11/2002 - 01/05/2004

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 10/24/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/11/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 12/10/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas William English.
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