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RIA / WealthAdvisor31 years in industry

LANCE AARON WEXLER

Advisor at BEACON POINTE ADVISORS, LLC

NEWPORT BEACH, CA | Santa Craz, CA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jun 24, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BEACON POINTE ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 18, 1994earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Oct 18, 1994
First registration: Jun 24, 2010
Dual registered: no
Other names: LANCE WEXLER
IAPD individual key: 2543364

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BEACON POINTE ADVISORS, LLC	Independent wealth	Jan 30, 2023	n/a	yes	NEWPORT BEACH, CA\|Santa Craz, CA	Current employment
NEXUS WEALTH ADVISORS	Former SEC adviser	May 22, 2020	Feb 22, 2023	no	SANTA CRUZ, CA	Previous registration
UNITED CAPITAL FINANCIAL ADVISORS	Independent wealth	Feb 13, 2017	Jun 27, 2020	no	SANTA CRUZ, CA	Previous registration
NEXUS WEALTH ADVISORS, LLC	Former SEC adviser	Aug 30, 2013	Jan 12, 2018	no	SANTA CRUZ, CA	Previous registration
WADDELL & REED	Former SEC adviser	Jun 24, 2010	Sep 12, 2013	no	SEATTLE, WA\|LOS GATOS, CA\|SANTA CRUZ, CA\|LOS GATOS, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
NEXUS WEALTH ADVISORS	BEACON POINTE ADVISORS, LLC	Feb 22, 2023	Jan 30, 2023	-23	Firm change	Other
UNITED CAPITAL FINANCIAL ADVISORS	NEXUS WEALTH ADVISORS	Jun 27, 2020	May 22, 2020	-36	Firm change after gap	Ibd to new firm
NEXUS WEALTH ADVISORS, LLC	UNITED CAPITAL FINANCIAL ADVISORS	Jan 12, 2018	Feb 13, 2017	-333	Firm change after gap	Other
WADDELL & REED	NEXUS WEALTH ADVISORS, LLC	Sep 12, 2013	Aug 30, 2013	-13	Firm change	Other

Relationships

Registered with (5)

→ BEACON POINTE ADVISORS, LLCRegistered adviserregistration: current employment
Jan 30, 2023 to presentfactForm ADV
→ NEXUS WEALTH ADVISORSRegistered adviserregistration: previous registration
May 22, 2020 to Feb 22, 2023factForm ADV
→ UNITED CAPITAL FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Feb 13, 2017 to Jun 27, 2020factForm ADV
→ NEXUS WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 30, 2013 to Jan 12, 2018factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Jun 24, 2010 to Sep 12, 2013factForm ADV

Dated events

Occurred
Feb 22, 2023
Advisor changed firm
Lance Aaron Wexler left Nexus Wealth Advisors for Beacon Pointe Advisors, Llc (registered 2023-01-30)
Form ADVobserved 5 days ago