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Pierce James Halsted

Beacon Pointe Advisors, LLC

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About Pierce James Halsted

Pierce Halsted is a financial advisor with Beacon Pointe Advisors, LLC, registered with the state of Texas. Pierce holds Series 66, Series 7TO, and SIE licenses. Pierce has been in the industry since August 2019, previously working at UBS Financial Services Inc. Pierce's specialization areas include retirement planning, college planning, investment management, and estate planning.

Firm Information

Pierce Halsted 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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Pierce Halsted’s Registration & Firm History

TX

08/29/2023 - Present

Beacon Pointe Advisors, LLC (Dallas TX)

TX

08/19/2019 - 08/29/2023

UBS FINANCIAL SERVICES INC. (DALLAS TX)

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Licenses & Designations

BOTH

Issued 09/29/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/18/2019

Series 7TO - General Securities Representative Examination

BC

Issued 07/16/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Pierce James Halsted.
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