Beacon Asset Management Inc.

Beacon Asset Management Inc. (CRD# 131794) is a financial advisory firm headquartered in Tampa, FL. They manage $6,000,000 in 45 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $133,333
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Beacon Asset Management Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Michael L. Lavoy
CRD#: 1065989
4039 N Dale Mabry Hwy, Tampa, FL 33618
96
Wealthminder
score

Michael Lavoy (CRD# 1065989) is an Investment Advisor Representative working at Beacon Asset Management Inc. in Tampa, FL and has over 31 years of experience in the finance industry.

2
Wawie M. Gay
CRD#: 5058382
16514 N. Dale Mabry Hwy., Tampa, FL 33618
93
Wealthminder
score

Wawie Gay (CRD# 5058382) is an Investment Advisor Representative working at Beacon Asset Management Inc. in Tampa, FL and has over 10 years of experience in the finance industry.

3
Paul S. Elliott
CRD#: 6291494
16514 N. Dale Mabry Hwy., Tampa, FL 33618
90
Wealthminder
score

Paul Elliott (CRD# 6291494) is an Investment Advisor Representative working at Beacon Asset Management Inc. in Tampa, FL and has 1 year of experience in the finance industry. Paul Elliott 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.

4
Justin P. Elliott
CRD#: 5908126
16514 N. Dale Mabry Hwy., Tampa, FL 33618
70
Wealthminder
score

Justin Elliott (CRD# 5908126) is an Investment Advisor Representative working at Beacon Asset Management Inc. in Tampa, FL and has over 3 years of experience in the finance industry.

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