Alex Reid Nunes

CFP

Beacon Pointe Advisors, LLC

14 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningEstate PlanningTax PlanningHigh Net Worth

Beacon Pointe Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

390 advisors

Number of Clients

18,377 clients

Average Client Portfolio

$2.2M average

Assets Under Management

$39.8B

Fee Structure

Minimum Investment:$1M

Financial Planning:Included in AUM fee

Location

12750 High Bluff Drive, Suite 460, San Diego, CA, 92130

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Criminal

September 1998

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Alex is a licensed insurance agent at Beacon Insurance Services, LLC, selling life and/or accident/health insurance products since 2019. This activity requires minimal time.

Employment History

Current Registrations

Beacon Pointe Advisors, LLC

February 2019 - Present · 7 yrs

Previous Registrations

20/20 Capital Management, INC

June 2016 - February 2019 · 2 yrs 8 mos

Ameritas Investment CORP

October 2014 - October 2017 · 3 yrs

Ameritas Investment CORP.Broker

October 2014 - February 2019 · 4 yrs 4 mos

AXA Advisors, LLC

January 2012 - October 2014 · 2 yrs 9 mos

AXA Advisors, LLCBroker

October 2011 - October 2014 · 3 yrs

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.