Briana Grace Gonzales
Investment adviser representative at Beacon Pointe Advisors, LLC
11 yearsExperience
1 stateRegistered in
$54.9BFirm assets
24 yearsFirm in business
Are you Briana Grace Gonzales? 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 2026 to now
- Beacon Pointe Advisors, LLCDec 2024 to Sep 2026
- Whiterock Wealth ManagementJun 2024 to Dec 2024
- Free PeopleApr 2024 to Jun 2024
- Grand Canyon UniversityMay 2022 to Apr 2024
- Salty LashJun 2021 to May 2022
- Muse ApparelFeb 2021 to Apr 2022
- Full Time StudentAug 2015 to Apr 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 8167484
- Firm CRD
- 119290