Beacon Financial Group

Beacon Financial Group (CRD# 110038) is a financial advisory firm headquartered in Dallas, TX. They manage $1,020,136,967 in 2,168 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,020
    MILLION
  • Total Number of Accounts
    2,168
    ACCOUNTS
  • Average Account Value
    $470,543
Compensation Options
  • A percentage of assets under your management
  • 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
  • Educational seminars/workshops
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, WY

Financial Advisors at Beacon Financial Group
Showing 1 - 7 of 7 top financial advisors.
1
Mark Diamond
CRD#: 1129298
17300 Preston Rd, Suite 120, C/o Melissa Wheeler, Dallas, TX 75252

Mark Diamond (CRD# 1129298) is an Investment Advisor Representative working at Beacon Financial Group in Dallas, TX and has over 38 years of experience in the finance industry.

2
Stephen A. Engro
CRD#: 1456472
17300 Preston Rd, Suite 120, C/o Melissa Wheeler, Dallas, TX 75252

Stephen Engro (CRD# 1456472) is an Investment Advisor Representative working at Beacon Financial Group in Dallas, TX and has over 36 years of experience in the finance industry.

3
Oliver E. Matison
CRD#: 2785401
17300 Preston Rd, Suite 120, C/o Melissa Wheeler, Dallas, TX 75252

Oliver Matison (CRD# 2785401) is an Investment Advisor Representative working at Beacon Financial Group in Dallas, TX and has over 25 years of experience in the finance industry. Oliver Matison 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.

4
Robert C. Moses
CRD#: 341294
17300 Preston Rd, Suite 120, C/o Melissa Wheeler, Dallas, TX 75252

Robert Moses (CRD# 341294) is an Investment Advisor Representative working at Beacon Financial Group in Dallas, TX and has over 35 years of experience in the finance industry.

5
August W. Payne
CRD#: 4398386
2313 Lake Ausin Blvd. Ste 211, Austin, TX 78703

August Payne (CRD# 4398386) is an Investment Advisor Representative working at Beacon Financial Group in Austin, TX and has over 19 years of experience in the finance industry.

6
Brandon K. Sherbert
CRD#: 2586065
17300 Preston Rd, Suite 120, C/o Melissa Wheeler, Dallas, TX 75252

Brandon Sherbert (CRD# 2586065) is an Investment Advisor Representative working at Beacon Financial Group in Dallas, TX and has over 23 years of experience in the finance industry.

7
Eric J. Zipfel
CRD#: 3204894
17300 Preston Rd, Suite 120, C/o Melissa Wheeler, Dallas, TX 75252

Eric Zipfel (CRD# 3204894) is an Investment Advisor Representative working at Beacon Financial Group in Dallas, TX and has over 23 years of experience in the finance industry.

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