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Cfp® Landen Lunsway

Managing Director at Beacon Pointe

  • LinkedIn

“How is your IRA invested? Are your investments as tax efficient as possible? Have you taken your RMD for the year? Is your estate plan up to date?” My job as a wealth advisor is to educ...

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BEACON POINTE

BEACON POINTE

  • description Description
    Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and famil...

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  • Employees count Employees 201-500
  • Revenue Revenue 10 Million to 25 Million
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Beacon Pointe Org Chart and Mapping

Employees

Justyn Grady

Associate Wealth Advisor

James Davenport

Managing Director, Partner

Laura Powell

Client Services Manager

Andrew Scanlon

Senior Associate Wealth Advisor

Jordan Moy

Alternatives Associate - Research

Mike Welch

Senior Wealth Advisor

Bill Roddy

Associate Wealth Advisor

Frequently Asked Questions Regarding Cfp® Landen Lunsway

Answer: Cfp® Landen Lunsway works for Beacon Pointe as Managing Director

Answer: Cfp® Landen Lunsway’s role in Beacon Pointe is Managing Director

Answer: Cfp® Landen Lunsway's email address is l***@gmail.com

Answer: Cfp® Landen Lunsway's business email address is l****@bpwealthadvisors.com

Answer: Cfp® Landen Lunsway’s direct phone number is (***)-***-****

Answer: Cfp® Landen Lunsway works in the industry of: Financial Services

Answer: Cfp® Landen Lunsway is the current Managing Director at Beacon Pointe.... Read More

Answer: Cfp® Landen Lunsway works Beacon Pointe located at 610 Newport Center Dr Ste 280, Newport Beach, California, 92660, United States

Answer: Beacon Pointe's Managing Director is Cfp® Landen Lunsway

Answer: Cfp® Landen Lunsway contact details:

  • Phone number  :  (***)-***-****
  • Email  :  l****@bpwealthadvisors.com

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