Beacon Asset Management

Beacon Asset Management (CRD# 146410) is a financial advisory firm headquartered in Owensboro, KY. They manage $26,492,189 in 187 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
Po Box 1902, Owensboro, KY 42302
http://www.beaconassetmanagement.com
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    187
    ACCOUNTS
  • Average Account Value
    $141,669
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KY, TX

Financial Advisors at Beacon Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Christina O'bryan, financial advisor Owensboro KY
Christina V. O'bryan
CRD#: 2134919
Owensboro, KY

Christina O'bryan (CRD# 2134919) is an Investment Advisor Representative working at Beacon Asset Management in Owensboro, KY and has over 33 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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