Beacon Wealth Consultants, Inc.

Beacon Wealth Consultants, Inc. (CRD# 154939) is a financial advisory firm headquartered in Roanoke, VA. They manage $85,209,270 in 697 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    85
    MILLION
  • Total Number of Accounts
    697
    ACCOUNTS
  • Average Account Value
    $122,251
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
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.

FL, IN, NJ, OH, PA, TX, VA

Financial Advisors at Beacon Wealth Consultants, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Cassandra Laymon
CRD#: 5387693
324 Washington Ave. Sw, Suite B, Roanoke, VA 24016
96
Wealthminder
score

Cassandra Laymon (CRD# 5387693) is an Investment Advisor Representative working at Beacon Wealth Consultants, Inc. in Roanoke, VA and has over 10 years of experience in the finance industry. Cassandra Laymon 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.

2
Richard S. Laymon
CRD#: 2613493
324 Washington Ave. Sw, Suite B, Roanoke, VA 24016
96
Wealthminder
score

Richard Laymon (CRD# 2613493) is an Investment Advisor Representative working at Beacon Wealth Consultants, Inc. in Roanoke, VA and has over 18 years of experience in the finance industry. Richard Laymon 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.

3
Hillary A. Sunderland
CRD#: 5224268
Lemont, PA
96
Wealthminder
score

Hillary Sunderland (CRD# 5224268) is an Investment Advisor Representative working at Beacon Wealth Consultants, Inc. in Lemont, PA and has over 11 years of experience in the finance industry.

4
Dennis R. Gillard
CRD#: 3270424
114 Pennsylvania Ave., Winter Garden, FL 34787
93
Wealthminder
score

Dennis Gillard (CRD# 3270424) is an Investment Advisor Representative working at Beacon Wealth Consultants, Inc. in Winter Garden, FL and has over 13 years of experience in the finance industry.

5
Kimberly D. Jenkins
CRD#: 5906861
324 Washington Ave. Sw, Suite B, Roanoke, VA 24016
93
Wealthminder
score

Kimberly Jenkins (CRD# 5906861) is an Investment Advisor Representative working at Beacon Wealth Consultants, Inc. in Roanoke, VA and has over 5 years of experience in the finance industry.

6
Wade L. Johnson
CRD#: 5557513
324 Washington Ave. Sw, Suite B, Roanoke, VA 24016
93
Wealthminder
score

Wade Johnson (CRD# 5557513) is an Investment Advisor Representative working at Beacon Wealth Consultants, Inc. in Roanoke, VA and has over 9 years of experience in the finance industry.

7
Jerry L. McMillan
CRD#: 4122017
324 Washington Ave. Sw, Suite B, Roanoke, VA 24016
93
Wealthminder
score

Jerry McMillan (CRD# 4122017) is an Investment Advisor Representative working at Beacon Wealth Consultants, Inc. in Roanoke, VA and has over 18 years of experience in the finance industry.

8
Timothy W. Kitchell
CRD#: 5302002
27 N. Main St., Suite 2c, Shrewsbury, PA 17361
88
Wealthminder
score

Timothy Kitchell (CRD# 5302002) is an Investment Advisor Representative working at Beacon Wealth Consultants, Inc. in Shrewsbury, PA and has 1 year of experience in the finance industry.

9
Michael R. Sunderland
CRD#: 6880690
Lemont, PA
87
Wealthminder
score

Michael Sunderland (CRD# 6880690) is an Investment Advisor Representative working at Beacon Wealth Consultants, Inc. in Lemont, PA and has 1 year of experience in the finance industry.

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