Evan C Davies

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

• 10/2022 → 09/2024
  Pruco Securities Llc
  Indianapolis, IN
• 01/2022 → 07/2022
  Wealthcare Partners
  Indianapolis, IN
• 02/2019 → 12/2021
  Infosys Ltd
  Indianapolis, IN
• 06/2018 → 12/2018
  Thousand Hills Capital
  Indianapolis, IN
• 02/2018 → 07/2018
  Fortune Acquisitions, Llc
  Indianapolis, IN
• 08/2017 → 01/2018
  Marcus & Millichap
  Indianapolis, IN
• 01/2017 → 03/2017
  Cortland Capital Market Services / Alter Domus
  Indianapolis, IN
• 08/2016 → 09/2016
  Smc Corporation Of America
  Noblesville, IN
• 04/2017 → 08/2017
  Data Recognition Corporation
  Indianapolis, IN
• 01/2015 → 05/2016
  Indiana University
  Indianapolis, IN
• 07/2022 → 09/2022
  Unemployed
  Indianapolis, IN
• 10/2013 → 02/2019
  Self-Employed
  Indianapolis, IN
• 02/2023 → 09/2024
  The Prudential Insurance Company Of America
  Indianapolis, IN
• 09/2024 → 12/2024
  Western & Southern Life
  Indianapolis, IN
• 09/2024 → 12/2024
  W&S Brokerage Services
  Indianapolis, IN
• 12/2024 → 12/2024
  Unemployed
  Whitestown, IN
• 12/2024 → 01/2025
  Impact Legacy Retirement Group Ria, Llc
  Indianapolis, IN
• 10/2025 → Present
  Beacon Pointe Advisors, Llc
  Indianapolis, IN
• 07/2025 → 10/2025
  Smoothie King
  Avon, IN
• 03/2025 → 07/2025
  Unemployed
  Brownsburg, IN
• 03/2025 → 03/2025
  Charles Schwab
  Indianapolis, IN
• 12/2024 → 03/2025
  Camelot Property Services
  Indianapolis, IN
• 10/2025 → Present
  Beacon Pointe Insurance Services, Llc
  Indianapolis, IN

Previous Registrations

• 2025-01-14 → 2025-02-24
  Lasting Mark Retirement Group Llc
  Indianapolis, IN
  Springfield, MO
• 2024-09-26 → 2024-12-16
  W&S Brokerage Services, Inc.
  Indianapolis, IN
• 2023-01-21 → 2024-09-13
  Pruco Securities, Llc.
  Indianapolis, IN

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: 10/2025; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).

Exams

• S66 Uniform Combined State Law Examination
  2023-02-17

Other Names

• Evan C Davies
• Evan Christopher Davies