Beacon Asset Management
Beacon Asset Management (CRD# 146410) is a financial advisory firm headquartered in Owensboro, KY. They manage $10,294,456 in 125 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts125ACCOUNTS
Average Account Value$82,356
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Christina O'bryan (CRD# 2134919) is an Investment Advisor Representative working at Beacon Asset Management in Owensboro, KY and has over 25 years of experience in the finance industry. Christina O'bryan 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.