Mollie Becker Taylor

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

• 05/2026 → Present
  Beacon Pointe Advisors, Llc
  Metairie, LA
• 12/2015 → 04/2018
  Capital One Investments Services, Llc
  Harahan, LA
• 04/2018 → 11/2020
  Commonwealth Financial Network
  Waltham, MA
• 04/2018 → 11/2020
  Cbd Wealth Management
  Metairie, LA
• 10/2020 → 05/2026
  Beacon Pointe Advisors, Llc
  Metairie, LA
• 10/2020 → Present
  Beacon Pointe Insurance Services, Llc
  Metairie, LA

Previous Registrations

• 2018-04-30 → 2020-10-05
  Commonwealth Financial Network
  Metairie, LA
• 2015-12-17 → 2018-05-02
  Capital One Advisors, Llc
  Harahan, LA
  Mclean, VA
• 2012-08-27 → 2015-12-04
  Stifel, Nicolaus & Company, Incorporated
  New Orleans, LA
  New Orleans, LA
• 2011-10-13 → 2012-08-28
  Intl Advisory Consultants Inc.
  Birmingham, AL

Other Businesses

1. BEACON POINTE INSURANCE SERVICES, LLC. NOT INVESTMENT-RELATED. 24 CORPORATE PLAZA DR., STE. 150, NEWPORT BEACH, CA 92660. SALE OF INSURANCE PRODUCTS (LIFE AND/OR ACCIDENT/HEALTH INSURANCE). LICENSED INSURANCE AGENT. 10/2020 TO PRESENT. 10 HRS/MONTH.

Exams

• S66 Uniform Combined State Law Examination
  2011-10-11

Designations

• Certified Financial Planner

Other Names

• Mollie Florence Becker