Justin Tyler Beauregard
Investment adviser representative at Blue Point Financial, Inc.
17 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$152.7MFirm assets
Are you Justin Tyler Beauregard? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Blue Point Financial, Inc.Oct 2009 to now
- Triad AdvisorsJun 2019 to Aug 2024
- Equity Services, IncJan 2010 to Jun 2019
- National Life GroupOct 2009 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 3 states (FL, ME, TX).
Blue Point Financial, Inc.
$152.7MAssets managed
187Clients
2Advisers
1 yearIn 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
- 5746313
- Firm CRD
- 299688