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).
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Total Assets Under Management1,020MILLION
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Total Number of Accounts2,168ACCOUNTS
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Average Account Value$470,543
- 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 38 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 36 years of experience in the finance industry.
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.
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.
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.
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.
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.