Walter Andrew Bond

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

• 05/2015 → 11/2020
  Commonwealth Financial Network
  San Diego, CA
• 11/2020 → 06/2022
  Purshe Kaplan Sterling Investments
  Albany, NY
• 11/2020 → Present
  Beacon Pointe Advisors, Llc
  Metairie, LA
• 11/2020 → Present
  Beacon Pointe Insurance Services, Llc
  Metairie, LA

Previous Registrations

• 2015-05-29 → 2020-11-18
  Commonwealth Financial Network
  Metairie, LA
• 2004-02-13 → 2015-06-05
  Lpl Financial Llc
  Metairie, LA
  Metairie, LA

Other Businesses

1) BEACON POINTE INSURANCE SERVICES,LLC. LICENSED INSURANCE AGENT, NOT INVESTMENT-RELATED. MAIN OFFICE LOCATED AT 24 CORPORATE PLAZA DR., STE. 150, NEWPORT BEACH, CA 92660. SALE OF INSURANCE PRODUCTS (LIFE AND/OR ACCIDENT/HEALTH INSURANCE), START 11/2020, APPROXIMATELY 5 HRS/MO MONTH-ALL DURING TRADING HOURS. 2) CBDQ, LLC. NOT INVESTMENT-RELATED.3421 N. Causeway Blvd, Suite 800, Metairie, LA 70002. LLC TO HOLD REAL ESTATE. OWNER. START 02/2015. 1 HRS/MO - ALL DURING TRADING HOURS. PART OWNER OF A REAL ESTATE HOLDING COMPANY. (3) Borowa, LLC, Not Investment-related; 3421 N Causeway Blvd Suite 800, Metairie, LA 70002; LLC ownership interest in real property; Position/Title: LLC Member; Start date: 03/01/2020; 0 HRS/MO during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-11-05

Designations

• Certified Financial Planner