Alisa B Garnek

CFP

Beacon Pointe Advisors, LLC

9 Years of Experience

Sells 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

Two Bala Plaza, Suite 806, Bala Cynwyd, PA, 19004

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Alisa is a licensed insurance agent with Beacon Pointe Insurance Services, LLC, selling life and/or accident/health insurance since 2018. This activity requires minimal time and occurs during securities trading hours.

Employment History

Current Registrations

Beacon Pointe Advisors, LLC

March 2018 - Present · 7 yrs 11 mos

Previous Registrations

Beacon Pointe Wealth Advisors, LLC

March 2018 - April 2020 · 2 yrs 1 mo

Janney Montgomery Scott LLC

October 2016 - March 2018 · 1 yr 5 mos

Janney Montgomery Scott LLCBroker

August 2016 - March 2018 · 1 yr 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.