Allison G Geiger

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

• 08/2014 → 06/2025
  Heritage Financial Planning
  Grapevine, TX
• 07/2025 → Present
  Beacon Pointe Advisors, Llc
  Dallas, TX

Previous Registrations

• 2014-08-28 → 2025-07-18
  Heritage Financial Planning
  Dallas, TX
  Dallas, TX
• 2006-08-01 → 2014-09-04
  Howard Financial Services, Ltd.
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-02

Designations

• Certified Financial Planner

Other Names

• Allison Marie Godinez
• Allison Godinez Geiger