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Hunter Gregory Shaw

Investment adviser representative at Beacon Pointe Advisors, LLC
9 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

9 years in the industry.

  1. Beacon Pointe Advisors, LLCSep 2024 to now
  2. Beacon Pointe Insurance Services, LLCMay 2024 to now
  3. Osaic Wealth, Inc.Jun 2024 to Aug 2024
  4. Securities America, Inc.Mar 2024 to Jun 2024
  5. Iron Point Financial AdvisorsJan 2023 to Aug 2024
  6. UnemployedDec 2022 to Feb 2023
  7. Gallagher Insurance CoJun 2022 to Aug 2022
  8. Whatcom County Public WorksJun 2022 to Aug 2022
  9. Gonzaga UniversityAug 2019 to Jan 2023
  10. Whatcom Community CollegeFeb 2019 to Aug 2019
  11. Ferndale High SchoolJun 2015 to Jun 2019

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

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

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
7697314
Firm CRD
119290
Advisor's SEC record (opens in a new tab)
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