Courtney Lyn Mccutchan
Investment adviser representative at Beacon Pointe Advisors, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$54.9BFirm assets
Are you Courtney Lyn Mccutchan? 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 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
11 years in the industry.
- Beacon Pointe Advisors, LLCOct 2024 to now
- Bridge Advisory, LLCFeb 2020 to Oct 2024
- Union BankFeb 2018 to Feb 2020
- MML Investors ServicesMar 2015 to Feb 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6332113
- Firm CRD
- 119290