Marcel Hebert, financial advisor Houston TX
76 score

Marcel Hebert

CRD Number: 1273413
Current Firm: Beacon Financial Advisors Ltd

Marcel Hebert (CRD# 1273413) is an Investment Advisor Representative working at Beacon Financial Advisors Ltd in Houston, TX and has over 32 years of experience in the finance industry. Marcel Hebert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Beacon Financial Advisors, Ltd Houston, TX Feb 1993 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Marcel J. Hebert
Phone Number: 713-622-9981
Firm Website: http://www.bfaltd.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    210
    MILLIONS
  • Total Number of Accounts
    598
    ACCOUNTS
  • Average Account Value
    $350,412
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

LA, TX

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BADGES
76

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