Beacon Wealth Consultants, Inc.
Beacon Wealth Consultants, Inc. (CRD# 154939) is a financial advisory firm headquartered in Roanoke, VA. They manage $78,037,779 in 711 accounts and serve the financial needs of clients across 15 states (or territories).
-
Total Assets Under Management78MILLION
-
Total Number of Accounts711ACCOUNTS
-
Average Account Value$109,758
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CA, CO, FL, IN, KY, MI, MS, NC, NJ, OH, PA, SC, TX, VA, WV
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.
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.
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.
Trina Hanner (CRD# 4206519) is an Investment Advisor Representative working at Beacon Wealth Consultants, Inc. in Brownstown, IN and has over 16 years of experience in the finance industry.
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.
Stacey Zahoranski (CRD# 5362235) is an Investment Advisor Representative working at Beacon Wealth Consultants, Inc. in Akron, OH and has over 10 years of experience in the finance industry.
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.