Pacific Beacon Financial Management, LLC

Pacific Beacon Financial Management, LLC (CRD# 168624) is a financial advisory firm headquartered in Corvallis, OR. They manage $6,432,087 in 46 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
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.


Financial Advisors at Pacific Beacon Financial Management, LLC
Showing 1 - 1 of 1 top financial advisors.
Kelley W. Hook
CRD#: 5836769
301 Sw 4th Street, Suite 195, Corvallis, OR 97333

Kelley Hook (CRD# 5836769) is an Investment Advisor Representative working at Pacific Beacon Financial Management, LLC in Corvallis, OR and has 1 year of experience in the finance industry. Kelley Hook 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.

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