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Michael Paull Kumph

Beacon Pointe Advisors, LLC

Andover, MA

Newport Beach, CA

CRD 3163298

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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
MA RA APPROVED 2026-02-08
NH RA APPROVED 2026-01-30
  • MA RA
    APPROVED
    Since 2026-02-08
  • NH RA
    APPROVED
    Since 2026-01-30

Branch Locations

26 Essex Street, Andover, MA 01810 • 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
The Financial Advisors, Llc Andover MA 05/1998 03/2026
Beacon Pointe Advisors, Llc Andover MA 01/2026 Present
Previous Registrations
  • 2008-07-10 → 2026-03-12
    The Financial Advisors, Llc
    Andover, MA
  • 2000-09-20 → 2008-03-14
    The Financial Advisors Llc
    Andover, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-04-13
S63 Uniform Securities Agent State Law Examination 1999-02-09
  • S65 Uniform Investment Adviser Law Examination
    1999-04-13
  • S63 Uniform Securities Agent State Law Examination
    1999-02-09
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

EDWARD JONES
LPL FINANCIAL LLC
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Nearby Investors

ANNA V LARINA
MICHAEL ANTHONY DEMPSEY
Kevin Henderson

Nearby Offices

EDWARD JONES · ANDOVER, MA
LPL FINANCIAL LLC · ANDOVER, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ANDOVER, MA

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