Heather O'neill Fairbanks
Investment adviser representative at Beacon Pointe Advisors, LLC
29 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$54.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
29 years in the industry.
- Beacon Pointe Advisors, LLCJan 2023 to now
- Beacon Pointe Insurance Services, LLCJan 2023 to now
- Strategic Financial Designs, Inc.May 2018 to Jul 2019
- Fsc Securities CorporationJul 1998 to Jan 2023
- Michigan Financial Advisors CorpFeb 1997 to Dec 2022
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Beacon Pointe Advisors, LLC
$54.9BAssets managed
29,929Clients
470Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2135206
- Firm CRD
- 119290