Beacon Wealth Consultants, Inc.
Beacon Wealth Consultants, Inc. (CRD# 154939) is a financial advisory firm headquartered in Roanoke, VA. They manage $203,842,051 in 1,039 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management204MILLION
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Total Number of Accounts1,039ACCOUNTS
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Average Account Value$196,191
- 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
- Pension consulting services
- Other
FL, NC, NJ, OR, PA, TN, TX, VA, WV
Dennis Gillard (CRD# 3270424) is an Investment Advisor Representative working at Beacon Wealth Consultants, Inc. in Winter Garden, FL and has over 19 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 11 years of experience in the finance industry.
Cassandra Laymon (CRD# 5387693) is an Investment Advisor Representative working at Beacon Wealth Consultants, Inc. in Roanoke, VA and has over 16 years of experience in the finance industry.
Richard Laymon (CRD# 2613493) is an Investment Advisor Representative working at Beacon Wealth Consultants, Inc. in Roanoke, VA and has over 24 years of experience in the finance industry.
Jerry McMillan (CRD# 4122017) is an Investment Advisor Representative working at Beacon Wealth Consultants, Inc. in Roanoke, VA and has over 24 years of experience in the finance industry.
Hillary Sunderland (CRD# 5224268) is an Investment Advisor Representative working at Beacon Wealth Consultants, Inc. in Lemont, PA and has over 17 years of experience in the finance industry.
Michael Sunderland (CRD# 6880690) is an Investment Advisor Representative working at Beacon Wealth Consultants, Inc. in Lemont, PA and has over 6 years of experience in the finance industry.
David Black (CRD# 7509312) is an Investment Advisor Representative working at Beacon Wealth Consultants, Inc. in Roanoke, VA and has over 2 years of experience in the finance industry.
Colin Craig (CRD# 7594458) is an Investment Advisor Representative working at Beacon Wealth Consultants, Inc. in Roanoke, VA and has 1 year of experience in the finance industry.
Kirk Hobart (CRD# 5716932) is an Investment Advisor Representative working at Beacon Wealth Consultants, Inc. in Hickory, NC and has over 14 years of experience in the finance industry.