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David M
Series 63
Dallas, TX
Beacon Pointe Advisors, LLC
David Malleck is a financial advisor at Beacon Pointe Advisors, LLC with 44 years of industry experience. He holds a Series 63 designation and has worked previously at Raymond James Financial and Silver Lake Capital Partners LLC, where he served as managing partner overseeing the financial affairs of approximately 105 families. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base including individuals, corporations, pension plans, and other institutions. The firm employs both active and passive investment strategies and integrates third-party independent managers selected through due diligence for portfolio implementation.
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