Anna V Larina

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

• 04/2007 → 03/2026
  The Financial Advisors, Llc
  Andover, MA
• 01/2026 → Present
  Beacon Pointe Advisors, Llc
  Andover, MA

Previous Registrations

• 2024-10-09 → 2026-03-12
  The Financial Advisors, Llc
  Andover, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-27
• S63 Uniform Securities Agent State Law Examination
  2016-05-02

Designations

• Certified Financial Planner