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George Maurice Burnette

Beacon Pointe Advisors, LLC

Raleigh, NC

Newport Beach, CA

CRD 8211595

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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:

Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-01-21
  • NC RA
    APPROVED
    Since 2026-01-21

Branch Locations

Raleigh, NC • 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 Raleigh NC 01/2026 Present
First Citizens Bank And Trust Raleigh NC 08/2023 12/2025
Vanilla Salt Lake City UT 05/2022 07/2023
First Citizens Bank And Trust Raleigh NC 07/2018 05/2022
Fidelity Charitable Durham NC 01/2017 06/2018
Hemphill Gelder Pc Raleigh NC 09/2014 01/2017
  • 01/2026 → Present
    Raleigh, NC
  • 08/2023 → 12/2025
    First Citizens Bank And Trust
    Raleigh, NC
  • 05/2022 → 07/2023
    Vanilla
    Salt Lake City, UT
  • 07/2018 → 05/2022
    First Citizens Bank And Trust
    Raleigh, NC
  • 01/2017 → 06/2018
    Fidelity Charitable
    Durham, NC
  • 09/2014 → 01/2017
    Hemphill Gelder Pc
    Raleigh, NC
Other Businesses

Campbell University, Raleigh, NC. Not investment-related. Adjunct Professor; Start Date 07/2022; 10 HRS/MO, During trading hours: 0 HRS/MO. Teaching in a graduate business program.

Designations
  • Certified Financial Planner
Other Names
  • George Maurice Burnette

View on SEC IAPD

More in Raleigh, NC

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