Beacon Financial Group

Beacon Financial Group (CRD# 110038) is a financial advisory firm headquartered in Dallas, TX. They manage $603,539,861 in 2,193 accounts and serve the financial needs of clients across 52 states (or territories).

Current Firm Details
17300 Preston Rd, Suite 120, Attn;c/o Mindy Lea Kirby, Dallas, TX 75252
http://www.beaconfg.com
By the Numbers
  • Total Assets Under Management
    604
    MILLION
  • Total Number of Accounts
    2,193
    ACCOUNTS
  • Average Account Value
    $275,212
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)
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 - 1 of 1 top financial advisors.
1
Mindy Kirby, financial advisor Dallas TX
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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