Courtney Lyn Mccutchan

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

• 03/2015 → 02/2018
  Mml Investors Services
  Los Angeles, CA
• 02/2020 → 10/2024
  Bridge Advisory, Llc
  Pasadena, CA
• 02/2018 → 02/2020
  Union Bank
  Los Angeles, CA
• 10/2024 → Present
  Beacon Pointe Advisors, Llc
  Pasadena, CA

Previous Registrations

• 2020-04-21 → 2024-10-31
  Bridge Advisory Llc
  Pasadena, CA

Designations

• Certified Financial Planner