Beacon Financial Group

Beacon Financial Group (CRD# 110038) is a financial advisory firm headquartered in Dallas, TX. They manage $692,390,988 in 2,223 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    692
    MILLION
  • Total Number of Accounts
    2,223
    ACCOUNTS
  • Average Account Value
    $311,467
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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.

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

Financial Advisors at Beacon Financial Group
Showing 1 - 7 of 7 top financial advisors.
1
Robert C. Moses
CRD#: 341294
17300 Preston Rd, Suite 120, Attn;c/o Mindy Lea Kirby, Dallas, TX 75252
96
Wealthminder
score

Robert Moses (CRD# 341294) is an Investment Advisor Representative working at Beacon Financial Group in Dallas, TX and has over 31 years of experience in the finance industry.

2
Mindy L. Kirby
CRD#: 4372660
17300 Preston Rd, Suite 120, Attn;c/o Mindy Lea Kirby, Dallas, TX 75252
93
Wealthminder
score

Mindy Kirby (CRD# 4372660) is an Investment Advisor Representative working at Beacon Financial Group in Dallas, TX and has over 16 years of experience in the finance industry.

3
August W. Payne
CRD#: 4398386
2313 Lake Ausin Blvd. Ste 211, Austin, TX 78703
93
Wealthminder
score

August Payne (CRD# 4398386) is an Investment Advisor Representative working at Beacon Financial Group in Austin, TX and has over 15 years of experience in the finance industry.

4
Brandon K. Sherbert
CRD#: 2586065
17300 Preston Rd, Suite 120, Attn;c/o Mindy Lea Kirby, Dallas, TX 75252
93
Wealthminder
score

Brandon Sherbert (CRD# 2586065) is an Investment Advisor Representative working at Beacon Financial Group in Dallas, TX and has over 19 years of experience in the finance industry.

5
Mark Diamond
CRD#: 1129298
17300 Preston Rd, Suite 120, Attn;c/o Mindy Lea Kirby, Dallas, TX 75252
73
Wealthminder
score

Mark Diamond (CRD# 1129298) is an Investment Advisor Representative working at Beacon Financial Group in Dallas, TX and has over 34 years of experience in the finance industry.

6
Eric J. Zipfel
CRD#: 3204894
17300 Preston Rd, Suite 120, Attn;c/o Mindy Lea Kirby, Dallas, TX 75252
68
Wealthminder
score

Eric Zipfel (CRD# 3204894) is an Investment Advisor Representative working at Beacon Financial Group in Dallas, TX and has over 19 years of experience in the finance industry.

7
Stephen A. Engro
CRD#: 1456472
17300 Preston Rd, Suite 120, Attn;c/o Mindy Lea Kirby, Dallas, TX 75252
63
Wealthminder
score

Stephen Engro (CRD# 1456472) is an Investment Advisor Representative working at Beacon Financial Group in Dallas, TX and has over 32 years of experience in the finance industry.

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