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).

By the Numbers
  • Total Assets Under Management
    78
    MILLION
  • Total Number of Accounts
    711
    ACCOUNTS
  • Average Account Value
    $109,758
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.

CA, CO, FL, IN, KY, MI, MS, NC, NJ, OH, PA, SC, TX, VA, WV

Financial Advisors at Beacon Wealth Consultants, Inc.
Showing 1 - 7 of 7 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
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.

4
Trina L. Hanner
CRD#: 4206519
405 N Main St., Suite A, Brownstown, IN 47220
93
Wealthminder
score

Trina Hanner (CRD# 4206519) is an Investment Advisor Representative working at Beacon Wealth Consultants, Inc. in Brownstown, IN and has over 17 years of experience in the finance industry.

5
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.

6
Stacey A. Zahoranski
CRD#: 5362235
2295 West Market St., Suite D, Akron, OH 44313
93
Wealthminder
score

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.

7
Kimberly D. Jenkins
CRD#: 5906861
324 Washington Ave. Sw, Suite B, Roanoke, VA 24016
90
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.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.