Beacon Rock Partners

Beacon Rock Partners (CRD# 136906) is a financial advisory firm headquartered in Portland, OR. They manage $171,031,098 in 239 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    171
    MILLION
  • Total Number of Accounts
    239
    ACCOUNTS
  • Average Account Value
    $715,611
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.

CA, OR, WA

Financial Advisors at Beacon Rock Partners
Showing 1 - 2 of 2 top financial advisors.
1
Brian W. Hicks
CRD#: 5415141
520 Sw Yamhill Street, Suite 1000, Portland, OR 97204
96
Wealthminder
score

Brian Hicks (CRD# 5415141) is an Investment Advisor Representative working at Beacon Rock Partners in Portland, OR and has over 10 years of experience in the finance industry.

2
Eric R. Lochner
CRD#: 5062187
520 Sw Yamhill Street, Suite 1000, Portland, OR 97204
96
Wealthminder
score

Eric Lochner (CRD# 5062187) is an Investment Advisor Representative working at Beacon Rock Partners in Portland, OR and has over 14 years of experience in the finance industry. Eric Lochner 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.

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