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Edward M

Series 65

Vero Beach, FL

Beacon Pointe Advisors, LLC

Edward Moor is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 65 designation and four years of industry experience. He previously worked at Kite Capital Partners and Frazier Capital Valuation. In addition to his advisory role, he is an insurance agent with Beacon Pointe Insurance Services, LLC, where he sells life, health, and accident insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm uses a proprietary manager selection process and offers discretionary wealth management, financial planning, retirement plan consulting, outsourced CIO solutions, and manager monitoring services.

Wealth management Private / alternative investments ESG / Sustainable investing Tax-loss harvesting
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