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).

Current Firm Details
302 Washington Ave. Sw, Roanoke, VA 24016
http://lightpointportfoliosolutions.com
By the Numbers
  • Total Assets Under Management
    204
    MILLION
  • Total Number of Accounts
    1,039
    ACCOUNTS
  • Average Account Value
    $196,191
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
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, NJ, OR, PA, TN, TX, VA, WV

Financial Advisors at Beacon Wealth Consultants, Inc.
Showing 11 - 12 of 12 top financial advisors.
11
Jon Matlock, financial advisor Roanoke VA
Jon A. Matlock
CRD#: 7600743
302 Washington Ave. Sw, Roanoke, VA 24016

Jon Matlock (CRD# 7600743) 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.

12
Jacob Preston, financial advisor Roanoke VA
Jacob D. Preston
CRD#: 6821520
302 Washington Ave. Sw, Roanoke, VA 24016

Jacob Preston (CRD# 6821520) is an Investment Advisor Representative working at Beacon Wealth Consultants, Inc. in Roanoke, VA and has over 4 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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