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William Griffith Blackard

Investment adviser representative at Beacon Pointe Advisors, LLC
10 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

10 years in the industry.

  1. Beacon Pointe Advisors, LLCApr 2026 to now
  2. Beacon Pointe Advisors, LLCOct 2024 to Mar 2026
  3. UnemployedJan 2024 to Oct 2024
  4. Reynolds American Inc.Apr 2023 to Jan 2024
  5. Reynolds American Inc.Sep 2021 to Mar 2023
  6. Reynolds American Inc.Mar 2021 to Aug 2021
  7. Reynolds American Inc.Aug 2020 to Feb 2021
  8. Reynolds American Inc.Jun 2019 to Aug 2019
  9. Unc - Chapel HillAug 2016 to May 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

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

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
8035387
Firm CRD
119290
Advisor's SEC record (opens in a new tab)
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