John Reed Finney
Investment adviser representative at Beacon Pointe Advisors, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
11 years in the industry.
- Beacon Pointe Advisors, LLCJun 2026 to now
- Overvue, Inc.Oct 2024 to now
- Beacon Pointe AdvisorsAug 2023 to Sep 2024
- Bleakley Financial GroupJun 2019 to Aug 2023
- LPL Financial LLCAug 2018 to Aug 2023
- Astorino FinancialMay 2018 to Jun 2018
- ChillersMay 2017 to Aug 2017
- Providence CollegeSep 2015 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (MA, NJ).
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
- 6649047
- Firm CRD
- 119290