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Sloan Petereit

Junior Financial Planner at Beacon Pointe

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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

Eric Witte

Managing Director, Partner

Christi Austin

Senior Client Service Asscoiate

Jaclyn Mendoza

Senior Client Service Manager

Kasia Quiroz

Senior Associate, Firm Operations

Gabriel Kennan

Senior Associate, Investment Research

Mike Welch

Senior Wealth Advisor

Frequently Asked Questions Regarding Sloan Petereit

Answer: Sloan Petereit works for Beacon Pointe as Junior Financial Planner

Answer: Sloan Petereit’s role in Beacon Pointe is Junior Financial Planner

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Answer: Sloan Petereit's business email address is s****@merceradvisors.com

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Answer: Sloan Petereit works in the industry of: Financial Services

Answer: Sloan Petereit works Beacon Pointe located at 610 Newport Center Dr Ste 280, Newport Beach, California, 92660, United States

Answer: Beacon Pointe's Junior Financial Planner is Sloan Petereit

Answer: Sloan Petereit contact details:

  • Phone number  :  (***)-***-****
  • Email  :  s****@merceradvisors.com

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