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Alicia Marie Langdon

Beacon Pointe Advisors, LLC

Newport Beach, CA

Fort Worth, TX

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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-05-09
  • TX RA
    APPROVED
    Since 2023-05-09

Branch Locations

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

1408 Montgomery St, Fort Worth, TX 76107 • 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
Charles Schwab & Co., Inc. Austin TX 12/2015 06/2017
Lpl Financial, Llc Dallas TX 06/2017 03/2018
Fluent Financial, Llc Dallas TX 06/2017 03/2018
Whitley Penn Financial Fort Worth TX 03/2018 04/2023
Beacon Pointe Advisors, Llc Fort Worth TX 05/2023 Present
  • 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
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-04-12
  • S63 Uniform Securities Agent State Law Examination
    2016-04-12
Designations
Other Names
  • Alicia Marie Haigis

View on SEC IAPD

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