Cassandra LaymonCRD 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 10 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.
Ameriprise Financial Services, Inc.
Wells Fargo Clearing Services, LLC
Virginia Capital Strategies
|Beacon Wealth Consultants, Inc.||Roanoke, VA||Jan 2012 - Current||6|
|Next Financial Group Inc.||Edison, NJ||Dec 2009 - Aug 2012||2|
|Ubs Financial Services Inc.||Edison, NJ||Jul 2007 - Dec 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2007|
Total Assets Under Management85MILLIONS
Total Number of Accounts697ACCOUNTS
Average Account Value$122,251
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
FL, IN, NJ, OH, PA, TX, VA