Best Investors Account Sign in
Inactive

Michelle Holaren

Beacon Pointe Advisors, LLC

Dallas, TX

Newport Beach, CA

Claim This Profile
Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-21
  • TX RA
    APPROVED
    Since 2025-04-21

Branch Locations

5960 Berkshire Lane Suite 1150, Dallas, TX 75225 • United States

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Beacon Pointe Advisors, Llc Dallas TX 04/2023 Present
Beacon Pointe Advisors, Llc Dallas TX 06/2022 04/2023
Wells Fargo Advisors Dallas TX 12/2021 06/2022
Wells Fargo Private Bank Dallas TX 02/2020 12/2021
Wells Fargo Wealth Management Dallas TX 07/2018 02/2020
Wells Fargo Bank Dallas TX 05/2017 07/2018
Davinci Staffing Dallas TX 02/2016 05/2017
  • 04/2023 → Present
    Beacon Pointe Advisors, Llc
    Dallas, TX
  • 06/2022 → 04/2023
    Beacon Pointe Advisors, Llc
    Dallas, TX
  • 12/2021 → 06/2022
    Wells Fargo Advisors
    Dallas, TX
  • 02/2020 → 12/2021
    Wells Fargo Private Bank
    Dallas, TX
  • 07/2018 → 02/2020
    Wells Fargo Wealth Management
    Dallas, TX
  • 05/2017 → 07/2018
    Wells Fargo Bank
    Dallas, TX
  • 02/2016 → 05/2017
    Davinci Staffing
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-19
  • S65 Uniform Investment Adviser Law Examination
    2025-04-19
Other Names
  • Michelle Eunice Holaren

View on SEC IAPD

Other Firms

RETIREMENT ADVISORS, LLC
7TH HARVEST INVESTMENTS
ADVISOR RESOURCE COUNCIL
PRIME SENTRY WEALTH MANAGEMENT LLC
OPENAIR FINANCIAL, LLC
GENEOS WEALTH MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KESTRA ADVISORY SERVICES, LLC

Other Investors

MICHAEL CHARLES PERRY
Samuel James Perry
Michael Charles Perry
CHESTER ANDERSON
EARL JEFFERSON
THOMAS MARC YOUNG
RYAN YANCY MULLIN
Leonid Murashkovskiy

Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

More in Dallas, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor