Beacon Pointe Advisors
47yrs
Top advisor by experience in Newport Beach
2yrs
William Han
Financial advisor at Merrill
William Han is a fiduciary financial advisor in Newport Beach, California, with 2 years in the industry. William joined Merrill in 2024, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 1843 advisors with offices in Newport Beach, and one of 1660 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office500 Newport Center Dr, Newport Beach, CA 92660
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Dec 2024 – nowMerrillCurrent firm
Contact William
500 Newport Center DrNewport Beach, CA 92660Office · Get directions Firm main line(800) 637-7455Headquarters: Merrill · New York, NY
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Questions to ask William
Tailored to William’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call Merrill at (800) 637-7455 and ask for William Han. William works from the Newport Beach, CA office.
How long has William been a financial advisor?
William has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does William hold?
Series 66. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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