Beacon Financial Advisory LLC
Beacon Financial Advisory LLC (CRD# 174334) is a financial advisory firm headquartered in Cleveland, OH. They manage $227,722,539 in 520 accounts and serve the financial needs of clients across 11 states (or territories).
Total Assets Under Management228MILLION
Total Number of Accounts520ACCOUNTS
Average Account Value$437,928
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CA, FL, IL, MI, NY, OH, PA, SC, TN, TX, VA
Karyn Pistone (CRD# 859379) is an Investment Advisor Representative working at Beacon Financial Advisory LLC in Cleveland, OH and has over 19 years of experience in the finance industry. Karyn Pistone 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.
Spencer Dieck (CRD# 5355681) is an Investment Advisor Representative working at Beacon Financial Advisory LLC in Cleveland, OH and has 1 year of experience in the finance industry.