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Philip Charles Hagopian

Beacon Pointe Advisors, LLC

Newport Beach, CA

San Diego, CA

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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-07-20
  • CA RA
    APPROVED
    Since 2023-07-20

Branch Locations

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

12750 High Bluff Drive, San Diego, CA 92130 • 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
Questar Capital Corporation Minneapolis MN 02/2014 05/2019
The Annuity Store (Truchoice) Sacramento CA 11/2013 03/2020
Questar Asset Management Minneapolis MN 06/2015 05/2019
The Leaders Group, Inc. Littleton CO 09/2019 06/2020
Centaurus Financial, Inc. Anaheim CA 07/2020 06/2021
Lido Advisors, Llc Los Angeles CA 06/2021 10/2021
Westmount Asset Management, Llc Los Angeles CA 11/2021 06/2023
Beacon Pointe Advisors San Diego CA 07/2023 03/2026
Beacon Pointe Advisors, Llc San Diego CA 04/2026 Present
  • 02/2014 → 05/2019
    Questar Capital Corporation
    Minneapolis, MN
  • 11/2013 → 03/2020
    The Annuity Store (Truchoice)
    Sacramento, CA
  • 06/2015 → 05/2019
    Questar Asset Management
    Minneapolis, MN
  • 09/2019 → 06/2020
    The Leaders Group, Inc.
    Littleton, CO
  • 07/2020 → 06/2021
    Centaurus Financial, Inc.
    Anaheim, CA
  • 06/2021 → 10/2021
    Lido Advisors, Llc
    Los Angeles, CA
  • 11/2021 → 06/2023
    Westmount Asset Management, Llc
    Los Angeles, CA
  • 07/2023 → 03/2026
    Beacon Pointe Advisors
    San Diego, CA
  • 04/2026 → Present
    Beacon Pointe Advisors, Llc
    San Diego, CA
Previous Registrations
  • 2022-01-20 → 2023-07-18
    Westmount Partners, Llc
    Los Angeles, CA
  • 2021-06-22 → 2021-10-05
    Lido
    Los Angeles, CA
  • 2020-07-02 → 2021-06-28
    Centaurus Financial, Inc.
    Honolulu, HI
    San Clemente, CA
    San Clemente, CA
  • 2019-09-09 → 2020-06-08
    Tlg Advisors, Inc.
    Summit, NJ
    San Clemente, CA
  • 2015-07-07 → 2019-05-02
    Questar Asset Management, Inc.
    Huntington Beach, CA
    Minneapolis, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-07
S63 Uniform Securities Agent State Law Examination 2007-01-24
  • S66 Uniform Combined State Law Examination
    2015-07-07
  • S63 Uniform Securities Agent State Law Examination
    2007-01-24
Other Names
  • Philip Charles Hagopian
  • Philip Hagopian

View on SEC IAPD

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