Coby
Cress
Beacon Pointe Advisors, LLC
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About this Advisor
Coby Cress is a financial advisor based in Scottsdale, Arizona, working with Beacon Pointe Advisors, LLC. Coby has previously worked at Beacon Pointe Wealth Advisors, LLC, Beacon Pointe Advisors, LLC, Charles Schwab & Co, and Opex. Coby is registered to provide services in Arizona and Texas. Currently, Coby is part of Beacon Pointe Advisors, LLC, which operates out of Scottsdale, Arizona. The firm has 65 offices and 600 employees. Beacon Pointe Advisors, LLC manages $39.8 billion in assets and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning, portfolio management for individuals, small businesses, investment companies, pooled investment vehicles, and institutional clients, pension consulting, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structures at Beacon Pointe Advisors, LLC include asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Beacon Pointe Advisors, LLC Brokerage Details
$39,839,757,384
600
54,870
$726,075
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Coby Cress Work History
Beacon Pointe Advisors, LLC
Beacon Pointe Wealth Advisors, LLC
Beacon Pointe Advisors, LLC
Beacon Pointe Wealth Advisors, LLC
Beacon Pointe Wealth Advisors, LLC
Opex
Charles Schwab & Co
Disclosures
Please visit the SEC profile of Coby Cress to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Beacon Pointe Advisors, LLC
Summit, NJ
Newport Beach, CA
Newport Beach, CA
Los Angeles, CA
Waltham, MA
Waltham, MA
Newport Beach, CA
Metairie, LA
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