Beacon Financial Group
Beacon Financial Group (CRD# 110038) is a financial advisory firm headquartered in Dallas, TX. They manage $798,779,865 in 2,098 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management799MILLION
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Total Number of Accounts2,098ACCOUNTS
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Average Account Value$380,734
- A percentage of assets under your management
- 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
- Educational seminars/workshops
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, WY
Mark Diamond (CRD# 1129298) is an Investment Advisor Representative working at Beacon Financial Group in Dallas, TX and has over 36 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 34 years of experience in the finance industry.
Robert Moses (CRD# 341294) is an Investment Advisor Representative working at Beacon Financial Group in Dallas, TX and has over 33 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 17 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 21 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 21 years of experience in the finance industry.