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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tony? Claim Your ProfileTony Han is an investment advisor representative at Beacon Pointe Advisors, LLC. Tony has been in the industry since 2008 and has a Series 7 and Series 66 license. Tony has experience working with insurance companies, charitable organizations, high-net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Tony specializes in financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles. Tony also provides consulting services. Prior to joining Beacon Pointe Advisors, LLC, Tony worked at BertheL, Fisher & Company Financial Services, Inc. and AFA Financial Group, LLC.
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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2
CA
05/12/2020 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
CA
06/18/2010 - 08/13/2010
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (SAN JOSE CA)
CA
05/09/2008 - 04/29/2010
AFA FINANCIAL GROUP, LLC (SAN JOSE CA)
BOTH
Issued 09/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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