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).
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Total Assets Under Management692MILLION
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Total Number of Accounts2,223ACCOUNTS
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Average Account Value$311,467
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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
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.
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.
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.
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.
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.
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.
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.