Cooper Allen Branham

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

• 06/2016 → 05/2020
  Gilbert High School
  Gilbert, SC
• 04/2019 → 06/2022
  Cool Pros Heating And Ac
  Lexington, SC
• 08/2020 → 05/2023
  Clemson University
  Clemson, SC
• 03/2022 → 05/2023
  The Scotts Miracle-Gro Company
  Clemson, SC
• 06/2023 → 03/2026
  Beacon Pointe Advisors, Llc
  Greenville, SC
• 04/2026 → Present
  Beacon Pointe Advisors, Llc
  Greenville, SC
• 03/2025 → Present
  Beacon Pointe Insurance Services, Llc
  Greenville, SC

Other Businesses

Beacon Pointe Insurance Services, LLC, Not investment-related; Address: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA 92660; Position/Title: Agent; Start Date: 03/2025; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).

Designations

• Certified Financial Planner

Other Names

• Cooper Allen Brandham