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William Griffith Blackard

Beacon Pointe Advisors, LLC

Los Angeles, CA

Newport Beach, CA

CRD 8035387

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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:

Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-07
  • CA RA
    APPROVED
    Since 2025-03-07

Branch Locations

11601 Wilshire Blvd Suite 1950, Los Angeles, CA 90025 • United States

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • 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
Beacon Pointe Advisors, Llc Los Angeles CA 10/2024 03/2026
Reynolds American Inc. Winston Salem NC 04/2023 01/2024
Reynolds American Inc. Winston Salem NC 09/2021 03/2023
Reynolds American Inc. Atlanta GA 03/2021 08/2021
Reynolds American Inc. Winston Salem NC 08/2020 02/2021
Reynolds American Inc. Fayetteville AR 06/2019 08/2019
Unc - Chapel Hill Chapel Hill NC 08/2016 05/2020
Unemployed Los Angeles CA 01/2024 10/2024
Beacon Pointe Advisors, Llc Los Angeles CA 04/2026 Present
  • 10/2024 → 03/2026
    Los Angeles, CA
  • 04/2023 → 01/2024
    Reynolds American Inc.
    Winston Salem, NC
  • 09/2021 → 03/2023
    Reynolds American Inc.
    Winston Salem, NC
  • 03/2021 → 08/2021
    Reynolds American Inc.
    Atlanta, GA
  • 08/2020 → 02/2021
    Reynolds American Inc.
    Winston Salem, NC
  • 06/2019 → 08/2019
    Reynolds American Inc.
    Fayetteville, AR
  • 08/2016 → 05/2020
    Unc - Chapel Hill
    Chapel Hill, NC
  • 01/2024 → 10/2024
    Unemployed
    Los Angeles, CA
  • 04/2026 → Present
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-07
  • S65 Uniform Investment Adviser Law Examination
    2025-03-07
Other Names
  • Willaim Griffith Blackard

View on SEC IAPD

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