Cassandra Laymon, financial advisor Roanoke VA
96 score

Cassandra Laymon

CRD Number: 5387693
Current Firm: Beacon Wealth Consultants, Inc.

Cassandra Laymon (CRD# 5387693) is an Investment Advisor Representative working at Beacon Wealth Consultants, Inc. in Roanoke, VA and has over 9 years of experience in the finance industry. Cassandra Laymon 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 Wealth Consultants, Inc. Roanoke, VA Jan 2012 - Current 4
Next Financial Group Inc. Edison, NJ Dec 2009 - Aug 2012 2
Ubs Financial Services Inc. Edison, NJ Jul 2007 - Dec 2009 2
Jfk Medical Center Edison, NJ Jun 1997 - Jul 2007 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Cassandra Laymon
Phone Number: 540-345-3891
Registered State(s):
  • FL
  • TX
  • VA
  • NJ
  • NC
  • PA
By the Numbers
  • Total Assets Under Management
    78
    MILLIONS
  • Total Number of Accounts
    711
    ACCOUNTS
  • Average Account Value
    $109,758
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, CO, FL, IN, KY, MI, MS, NC, NJ, OH, PA, SC, TX, VA, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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