Robert Hurley Ingham

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

• 03/2008 → 07/2024
  Ingham Wealth Management
  San Diego, CA
• 10/2011 → 05/2018
  Advanced Practice Advisors, Llc
  San Diego, CA
• 11/2011 → 10/2018
  Purshe Kaplan Sterling Investments
  Albany, NY
• 11/2018 → 12/2023
  Arete Wealth Management Llc
  Chicago, IL
• 12/2023 → Present
  Beacon Pointe Advisors, Llc
  San Diego, CA
• 12/2023 → Present
  Beacon Pointe Insurance Services, Llc
  San Diego, CA

Previous Registrations

• 2008-06-30 → 2024-07-01
  Ingham Wealth Management, Inc
  San Diego, CA
• 2011-10-21 → 2018-05-03
  Advanced Practice Advisors, Llc
  La Quinta, CA
• 1997-12-31 → 2011-10-31
  Lpl Financial Llc
  San Diego, CA
  San Diego, CA
  San Diego, CA

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: 12/2023; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-11-12

Designations

• Certified Financial Planner