Kevin Henderson
Investment adviser representative at Beacon Pointe Advisors, LLC
15 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
15 years in the industry.
- Beacon Pointe Advisors, LLCJan 2026 to now
- The Financial Advisors, LLCJun 2022 to Mar 2026
- Woodside Wealth Management LLCJun 2021 to May 2022
- Woodside Wealth Management LLCJun 2019 to May 2021
- Woodside Wealth Management LLCSep 2018 to May 2019
- Raytheon TechnologiesJun 2018 to Aug 2018
- Grant Thorton LLPJun 2017 to Jun 2018
- Bentley UniversityJan 2016 to May 2019
- StudentAug 2011 to May 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 7111953
- Firm CRD
- 119290