Beacon Financial Group
Beacon Financial Group (CRD# 110038) is a financial advisory firm headquartered in Dallas, TX. They manage $603,539,861 in 2,193 accounts and serve the financial needs of clients across 52 states (or territories).
Total Assets Under Management604MILLION
Total Number of Accounts2,193ACCOUNTS
Average Account Value$275,212
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Mindy Kirby (CRD# 4372660) is an Investment Advisor Representative working at Beacon Financial Group in Dallas, TX and has over 15 years of experience in the finance industry.