Beacon Investment Management
Beacon Investment Management (CRD# 157554) is a financial advisory firm headquartered in , . They manage $4,078,619 in 21 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts21ACCOUNTS
Average Account Value$194,220
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
Vicente Romero (CRD# 2749857) is an Investment Advisor Representative working at Beacon Investment Management in Carmel, IN and has over 21 years of experience in the finance industry. Vicente Romero 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.