Ronald Gene Carland

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

• 03/2003 → Present
  Carland & Andersen Cpa
  Hendersonville, NC
• 02/2005 → Present
  Altavista Wealth Management, Inc.
  Asheville, NC
• 03/2022 → Present
  Beacon Pointe Advisors, Llc
  Charlotte, NC

Previous Registrations

• 2005-03-07 → 2022-02-24
  Altavista Wealth Management, Inc.
  Asheville, NC
  Asheville, NC

Other Businesses

CARLAND & ANDERSEN INC, CPA, NON-INVESTMENT RELATED; CPA FIRM/ PREDECESSOR FIRM WAS CARLAND & CARLAND INC; PRESIDENT; 8/80-CURRENT; 180HRS/MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-03-17
• S63 Uniform Securities Agent State Law Examination
  2005-02-07

Designations

• Certified Financial Planner

Other Names

• Ron Gene Carland
• Ronnie Gene Carland