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Andrew Terry Hall

Beacon Pointe Advisors, LLC

Asheville, NC

Newport Beach, CA

CRD 8202053

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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
NC RA APPROVED 2025-12-18
  • NC RA
    APPROVED
    Since 2025-12-18

Branch Locations

4 Vanderbiilt Park Drive Suite 310, Asheville, NC 28803 • 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 Asheville NC 04/2025 03/2026
Beacon Pointe Advisors Asheville NC 07/2023 04/2025
Beacon Pointe Advisors Asheville NC 10/2022 07/2023
Forvis/Dhg Asheville NC 01/2021 09/2022
Camp Cedar Cliff Asheville NC 05/2019 10/2020
Dhg Asheville NC 01/2019 03/2019
Appalachian State University Boone NC 08/2015 05/2019
Beacon Pointe Advisors, Llc Asheville NC 04/2026 Present
  • 04/2025 → 03/2026
    Beacon Pointe Advisors, Llc
    Asheville, NC
  • 07/2023 → 04/2025
    Beacon Pointe Advisors
    Asheville, NC
  • 10/2022 → 07/2023
    Beacon Pointe Advisors
    Asheville, NC
  • 01/2021 → 09/2022
    Forvis/Dhg
    Asheville, NC
  • 05/2019 → 10/2020
    Camp Cedar Cliff
    Asheville, NC
  • 01/2019 → 03/2019
    Dhg
    Asheville, NC
  • 08/2015 → 05/2019
    Appalachian State University
    Boone, NC
  • 04/2026 → Present
    Beacon Pointe Advisors, Llc
    Asheville, NC
Designations
  • Certified Financial Planner

View on SEC IAPD

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