Mollie
Taylor
Beacon Pointe Advisors, LLC
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About this Advisor
Mollie Taylor is a financial advisor based in Metairie, Louisiana, working with Beacon Pointe Advisors, LLC. Mollie has previously worked at Stifel Nicolaus & Co Inc, Capital One Investments Services, LLC, Commonwealth Financial Network, Cbd Wealth Management, Beacon Pointe Advisors, LLC, and Beacon Pointe Insurance Services, LLC. Mollie has passed the Series 66 regulatory exam and is registered to provide services in Louisiana and Texas. Currently, Mollie is part of Beacon Pointe Advisors, LLC, which operates in Metairie, Louisiana. 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 such as 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
Mollie Taylor Work History
Beacon Pointe Advisors, LLC
Beacon Pointe Insurance Services, LLC
Commonwealth Financial Network
Cbd Wealth Management
Capital One Investments Services, LLC
Stifel Nicolaus & Co Inc
Disclosures
Please visit the SEC profile of Mollie Taylor 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
Greensboro, NC
Los Angeles, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Metairie, LA
Metairie, LA
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