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).

By the Numbers
  • Total Assets Under Management
    210
    MILLION
  • Total Number of Accounts
    598
    ACCOUNTS
  • Average Account Value
    $350,412
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

LA, TX

Financial Advisors at Beacon Financial Advisors Ltd
Showing 1 - 1 of 1 top financial advisors.
1
Marcel J. Hebert
CRD#: 1273413
1800 St. James Place, Suite 101, Houston, TX 77056
76
Wealthminder
score

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.

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