Raymond Ambrose Daigle

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 10/2020
  Commonwealth Financial Network
  San Diego, CA
• 10/2020 → 12/2024
  Purshe Kaplan Sterling Investments
  Albany, NY
• 10/2020 → 07/2025
  Beacon Pointe Advisors, Llc
  Metairie, LA
• 10/2020 → Present
  Beacon Pointe Insurance Services, Llc
  Metairie, LA
• 07/2025 → Present
  Beacon Pointe Advisors, Llc
  Metairie, LA

Previous Registrations

• 2015-05-29 → 2020-10-19
  Commonwealth Financial Network
  Metairie, LA
• 2004-01-20 → 2015-06-05
  Lpl Financial Llc
  Metairie, LA
  Metairie, LA

Other Businesses

(1) CBDQ, LLC. Non-Investment Related. 3421 N Causeway Blvd., Suite 800, Metairie, LA 70002. LLC to hold real estate. Owner. Start 2/2015. 1hrs/mo, all during trading hours. Part owner of real estate holding company. (2) DDP, LLC. Non-Investment Related. 3421 N Causeway Blvd., Suite 800, Metairie, LA 70002. LLC to hold real estate. Owner, manager. Start 12/2011. 1hr/mo, all during trading hours. Part owner and manager of commercial retail office building. (3) Rad Properties, LLC. Non-Investment Related. 3421 N Causeway Blvd., Suite 800, Metairie, LA 70002. LLC to hold real estate. Owner. Start 1/1995. 1hr/mo, all during trading hours. Co-owner and manager of commercial retail building. 4)BEACON POINTE INSURANCE SERVICES, LLC. NOT INVESTMENT-RELATED. 24 CORPORATE PLAZA DR., STE. 150, NEWPORT BEACH, CA 92660. SALE OF INSURANCE PRODUCTS (LIFE AND/OR ACCIDENT/HEALTH INSURANCE). LICENSED INSURANCE AGENT. 11/2020 TO PRESENT. 5 HRS/MONTH.

Exams

• S66 Uniform Combined State Law Examination
  2016-06-03
• S63 Uniform Securities Agent State Law Examination
  2000-08-09

Other Names

• Rocky Daigle
• Raymond A Daigle