Rawles Fulgham Bell

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

• 04/2014 → 12/2022
  Benchmark Private Wealth Management, Llc
  Dallas, TX
• 02/2015 → 12/2018
  Innovation Partners Llc
  Charlotte, NC
• 12/2020 → 01/2024
  Innovation Partners
  Charlotte, NC
• 07/2022 → Present
  Beacon Pointe Advisors, Llc
  Dallas, TX
• 07/2022 → Present
  Beacon Pointe Insurance Services Llc
  Dallas, TX

Previous Registrations

• 2014-04-10 → 2022-12-01
  Benchmark Private Wealth Management, Llc
  Dallas, TX
• 2012-04-06 → 2014-04-16
  Rbc Capital Markets, Llc
  Dallas, TX

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: 07/2022; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).

Exams

• S66 Uniform Combined State Law Examination
  2012-04-05