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Andrew Francis Holmes

Beacon Pointe Advisors, LLC

Newport Beach, CA

Newton, MA

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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-01-23
  • MA RA
    APPROVED
    Since 2026-01-23

Branch Locations

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

134 Rumford Ave Suite 203, Newton, MA 02466 • 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
Financial Planning Solutions, Llc Newton MA 06/2019 12/2025
State Line Propane Llc Granby CT 05/2016 08/2018
Student Waltham MA 06/2009 05/2019
Beacon Pointe Advisors, Llc Newton MA 01/2026 Present
  • 06/2019 → 12/2025
    Financial Planning Solutions, Llc
    Newton, MA
  • 05/2016 → 08/2018
    State Line Propane Llc
    Granby, CT
  • 06/2009 → 05/2019
    Student
    Waltham, MA
  • 01/2026 → Present
    Beacon Pointe Advisors, Llc
    Newton, MA
Previous Registrations
  • 2019-08-26 → 2025-12-31
    Financial Planning Solutions, Llc
    Auburndale, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-23
  • S65 Uniform Investment Adviser Law Examination
    2019-08-23
Designations

View on SEC IAPD

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