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Ronald H. Dawson, jr.

Investment adviser representative at Beacon Pointe Advisors, LLC
45 yearsExperience
1 stateRegistered in
$54.9BFirm assets
24 yearsFirm in business

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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

45 years in the industry.

  1. Beacon Pointe Advisors, LLCDec 2020 to now
  2. Ericksen Krentel LLPJun 2017 to now
  3. Ronald H Dawson, Jr Cpa ApacJan 1992 to now
  4. 1st Global Advisors, IncOct 2012 to Jun 2018
  5. 1st Global Capital CorpOct 2012 to Jun 2018
  6. Dorignac's Food Center, LLCNov 2006 to Oct 2018
  7. Ericksen, Krentel & Laporte, LLPJun 1981 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2013

State registrations

Registered as an investment adviser representative in 1 state (LA).

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
4485680
Firm CRD
119290
Advisor's SEC record (opens in a new tab)
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