Beacon Financial Advisors Ltd
Beacon Financial Advisors Ltd (CRD# 106164) is a financial advisory firm headquartered in Houston, TX. They manage $209,546,191 in 598 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management210MILLION
Total Number of Accounts598ACCOUNTS
Average Account Value$350,412
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Marcel Hebert (CRD# 1273413) is an Investment Advisor Representative working at Beacon Financial Advisors Ltd in Houston, TX and has over 33 years of experience in the finance industry. Marcel Hebert 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.