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Inactive

Crystal Simmons Garner

Beacon Pointe Advisors, LLC

Winter Park, FL

Newport Beach, CA

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Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-20
FL RA APPROVED 2020-06-05
  • TX RA
    APPROVED_RES
    Since 2025-03-20
  • FL RA
    APPROVED
    Since 2020-06-05

Branch Locations

1400 W. Fairbanks Avenue Suite 202, Winter Park, FL 32789 • United States

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ferrell Wealth Management Winter Park FL 11/1996 03/2020
Beacon Pointe Advisors, Llc Winter Park FL 04/2020 Present
Previous Registrations
  • 2002-10-30 → 2020-04-21
    Ferrell Wealth Management Inc.
    Winter Park,, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-10-10
  • S65 Uniform Investment Adviser Law Examination
    2002-10-10
Other Names
  • Crystal E. Simmons

View on SEC IAPD

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