Best Investors Account Sign in
Inactive

Amber Marie Lembo

Beacon Pointe Advisors, LLC

Palm Desert, CA

Newport Beach, CA

CRD 6033736

Claim This Profile
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:

Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-10
  • CA RA
    APPROVED
    Since 2025-12-10

Branch Locations

73833 El Paseo Suite 102, Palm Desert, CA 92260 • 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
Integrated Wealth Managment Palm Desert CA 05/2011 07/2017
Purshe Kaplan Sterling Investments Albany NY 03/2012 07/2017
Beacon Pointe Advisors, Llc Palm Desert CA 07/2017 01/2020
Beacon Pointe Advisors, Llc Palm Desert CA 04/2026 Present
Beacon Pointe Advisors, Llc Palm Desert CA 01/2020 04/2022
Beacon Pointe Advisors, Llc Palm Desert CA 04/2022 04/2026
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-09-17
  • S63 Uniform Securities Agent State Law Examination
    2015-09-17
Designations
  • Certified Financial Planner

View on SEC IAPD

More in Palm Desert, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor