Charles Gregory Carrick

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

• 07/2013 → 05/2019
  Proequities Inc
  Greensboro, NC
• 05/2021 → Present
  Beacon Pointe Insurance Services, Llc
  Durham, NC
• 05/2019 → 04/2021
  Dmj Wealth Advisors, Llc
  Durham, NC
• 05/2021 → Present
  Beacon Pointe Advisors, Llc
  Durham, NC

Previous Registrations

• 2019-06-17 → 2021-05-10
  Dmj Wealth Advisors, Llc
  Greensboro, NC
  Durham, NC
• 2013-10-04 → 2019-06-17
  Concourse Financial Group Securities, Inc.
  Greensboro, NC
  Durham, NC
  Sanford, NC

Other Businesses

(1) 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: 05/2021; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).

Exams

• S66 Uniform Combined State Law Examination
  2013-09-18

Designations

• Certified Financial Planner

Other Names

• Greg Carrick