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.

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

May 1, 1986earliest registration or exam on IAPD

Years in industry

40derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Certified Financial Planner|Chartered Financial Consultant

Exams

S66

First exam

Jun 9, 1998

First registration

Sep 22, 2006

Dual registered

no

Other names

CHARLIE DUNCAN

IAPD individual key

1840053

• Occurred

  Apr 18, 2022
  Advisor changed firm

  Charles George Duncan left Securities America Advisors, Inc. for Beacon Pointe Advisors, Llc (registered 2022-04-13)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cf62b4d3-55f9-0b5e-bd31-4891fa843e3d

First observed

Sep 22, 2006

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.