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Kevin R Tehan

Beacon Pointe Advisors, LLC

Dallas, TX

Newport Beach, CA

CRD 6555010

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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
TX RA APPROVED 2024-12-17
  • TX RA
    APPROVED
    Since 2024-12-17

Branch Locations

5960 Berkshire Ln, Suite 1150, Dallas, TX 75225 • 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
Whiterock Wealth Management Dallas TX 01/2016 11/2024
Beacon Pointe Advisors, Llc Dallas TX 12/2024 Present
Previous Registrations
  • 2016-08-19 → 2024-12-02
    Gurun Investment Advisors, Inc.
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-19
  • S65 Uniform Investment Adviser Law Examination
    2016-08-19

View on SEC IAPD

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