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Cameron Paul Crain

Beacon Pointe Advisors, LLC

Winter Park, FL

Newport Beach, CA

CRD 8040616

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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
FL RA APPROVED 2025-08-28
  • FL RA
    APPROVED
    Since 2025-08-28

Branch Locations

1400 W Fairbanks Ave Suite 202, Winter Park, FL 32789 • 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 Winter Park FL 01/2025 03/2026
Interlachen Country Club Winter Park FL 08/2024 12/2024
University Of Central Florida Orlando FL 08/2021 05/2024
Amazon Lenexa KS 11/2020 04/2021
Johnson County Cc Overland Park KS 08/2019 05/2021
Fred Arbanas Golf Course Longview MO 06/2017 08/2017
Lees Summit West High School Lees Summit MO 08/2015 06/2019
Beacon Pointe Advisors, Llc Winter Park FL 04/2026 Present
  • 01/2025 → 03/2026
    Beacon Pointe Advisors Llc
    Winter Park, FL
  • 08/2024 → 12/2024
    Interlachen Country Club
    Winter Park, FL
  • 08/2021 → 05/2024
    University Of Central Florida
    Orlando, FL
  • 11/2020 → 04/2021
    Amazon
    Lenexa, KS
  • 08/2019 → 05/2021
    Johnson County Cc
    Overland Park, KS
  • 06/2017 → 08/2017
    Fred Arbanas Golf Course
    Longview, MO
  • 08/2015 → 06/2019
    Lees Summit West High School
    Lees Summit, MO
  • 04/2026 → Present
    Beacon Pointe Advisors, Llc
    Winter Park, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-19
  • S65 Uniform Investment Adviser Law Examination
    2025-08-19

View on SEC IAPD

Nearby Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.

Nearby Investors

Bradley Dean Erb
Julie Kerr Tecau
Samuel Warren Gruenig

Nearby Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL

More in Winter Park, FL

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