Beacon Financial Advisors Ltd

Beacon Financial Advisors Ltd (CRD# 106164) is a financial advisory firm headquartered in Houston, TX. They manage $282,516,594 in 539 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1800 St. James Place, Suite 101, Houston, TX 77056
https://www.bfaltd.com
By the Numbers
  • Total Assets Under Management
    283
    MILLION
  • Total Number of Accounts
    539
    ACCOUNTS
  • Average Account Value
    $524,150
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Beacon Financial Advisors Ltd
Showing 1 - 2 of 2 top financial advisors.
1
Marcel Hebert, financial advisor Houston TX
Marcel J. Hebert
CRD#: 1273413
1800 St. James Place, Suite 101, Houston, TX 77056

Marcel Hebert (CRD# 1273413) is an Investment Advisor Representative working at Beacon Financial Advisors Ltd in Houston, TX and has over 39 years of experience in the finance industry.

2
Joshua Hebert, financial advisor Houston TX
Joshua J. Hebert
CRD#: 6035381
1800 St. James Place, Suite 101, Houston, TX 77056

Joshua Hebert (CRD# 6035381) is an Investment Advisor Representative working at Beacon Financial Advisors Ltd in Houston, TX and has 1 year 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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