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Callie Lorraine Renner

Beacon Pointe Advisors, LLC

Oceanside, CA

Newport Beach, CA

CRD 6420427

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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 2019-04-09
  • CA RA
    APPROVED
    Since 2019-04-09

Branch Locations

Oceanside, CA • 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
Heller Wealth Advisors, Llc Summit NJ 06/2016 03/2019
Beacon Pointe Wealth Advisors, Llc San Diego CA 04/2019 03/2020
Beacon Pointe Advisors, Llc San Diego CA 04/2019 03/2020
Beacon Pointe Advisors, Llc San Diego CA 04/2020 Present
Previous Registrations
  • 2019-04-09 → 2020-04-27
    Beacon Pointe Wealth Advisors, Llc
    San Diego, CA
    Newport Beach, CA
  • 2016-07-07 → 2019-05-07
    Heller Wealth Advisors, Llc.
    Summit, NJ
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-14
  • S66 Uniform Combined State Law Examination
    2015-12-14
Designations
  • Certified Financial Planner

View on SEC IAPD

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