Grant Estep Hartvigson

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

• 11/2002 → 08/2021
  Lpl Financial, Llc
  Seattle, WA
• 01/2003 → 08/2021
  Rainier Financial Group, Inc.
  Seattle, WA
• 09/2021 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 09/2021 → Present
  Beacon Pointe Advisors
  Seattle, WA

Previous Registrations

• 2003-07-22 → 2021-09-01
  Rainier Financial Group, Inc.
  Seattle, WA
• 2002-11-18 → 2013-03-27
  Lpl Financial Llc
  Seattle, WA

Other Businesses

1) BEACON POINTE INSURANCE SERVICES, LLC INVESTMENT RELATED: No ADDRESS: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA, 92660 NATURE OF BUSINESS: Insurance Agency POSITION/TITLE: Agent START DATE: 09/01/2021 HRS/MO DURING SECURITIES TRADING HOURS: 10 hrs./Mo. DUTIES: Sale of insurance products (life/health/accident) 2) Hartvigson Partners LLC. Investment related. See Branch Office Location in Section 1. Nature - Real Estate. Position - Managing Partner. Start - 04/2005. 2 hours per month, 2 hours during trading hours. Duties - handle books, recordkeeping of real estate partnership. 3) Sportswear Inc. Not investment related. Located at 2211 Elliott Ave #601, Seattle, WA 98121. Nature - Online Apparel Retailer. Position - Board Member. Start - 01/2011. 4 hours per month, 0 during trading hours. Duties - Attend bi-annual board meetings. Support CEO and other board members in making strategic business decisions. 4) Fixed Insurance - Investment Related. Located at See Branch Office Location in Section 1. Nature - Fixed/ Traditional Insurance. Position - Agent. Start 09/2021. 4 hours per month, 4 hours during trading hours. Duties - sell Fixed / Traditional Insurance products. 5) Notary. Not investment related. Located at See Branch Office Location in Section 1. Nature - Notarizing Documents. Position - Notary. Start - 09/2021. 1 hour per month, 1 hour during trading hours. Duties - Notarize documents for clients and prospects.

Exams

• S66 Uniform Combined State Law Examination
  2002-08-30
• S63 Uniform Securities Agent State Law Examination
  1996-07-03

Designations

• Certified Financial Planner

Other Names

• Grant Estep Hartvigson
• Grant Estep Hartvigson