Alicia Marie Langdon

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

• 12/2015 → 06/2017
  Charles Schwab & Co., Inc.
  Austin, TX
• 06/2017 → 03/2018
  Lpl Financial, Llc
  Dallas, TX
• 06/2017 → 03/2018
  Fluent Financial, Llc
  Dallas, TX
• 03/2018 → 04/2023
  Whitley Penn Financial
  Fort Worth, TX
• 05/2023 → Present
  Beacon Pointe Advisors, Llc
  Fort Worth, TX

Previous Registrations

• 2018-06-27 → 2023-04-11
  Wpwealth Llp
  Fort Worth, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-04-12

Designations

• Certified Financial Planner

Other Names

• Alicia Marie Haigis