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Rachel Lynn Hook

BEACON WEALTH ADVISORS, LLC·MCHENRY, Illinois
SIE, Series 6TO, Series 63, Series 65Clean record5 years registeredBEACON WEALTH ADVISORS, LLC
5435 BULL VALLEY ROAD, MCHENRY, IL 60050CRD# 7150754Firm CRD# 171748

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rachel Lynn Hook · MCHENRY, IL
Registration
CRD #7150754 · BEACON WEALTH ADVISORS, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

HARBOUR INVESTMENTS, INC.
Dec 2023 – present
BEACON WEALTH ADVISORS, LLC
Oct 2020 – Dec 2023
MCHENRY, IL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6TO
Series 63
Series 65
Registration record
First registered · October 14, 2020
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BEACON WEALTH ADVISORS, LLC
CRD 171748 · SEC 801-121468
AUM
$144M
Regulatory assets under management
Employees
4
1,043 client accounts
Services offered by BEACON WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BEACON WEALTH ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Rachel Lynn Hook offer?
Rachel Lynn Hook specializes in Financial Planning, Investment Management. Contact their office in MCHENRY, Illinois for a consultation.
What are Rachel Lynn Hook's credentials?
Rachel Lynn Hook is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rachel Lynn Hook located?
Rachel Lynn Hook is based in MCHENRY, Illinois, working with BEACON WEALTH ADVISORS, LLC. Their office serves clients in the MCHENRY metropolitan area and surrounding communities.
How does Rachel Lynn Hook charge for services?
Rachel Lynn Hook's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BEACON WEALTH ADVISORS, LLC?
BEACON WEALTH ADVISORS, LLC has approximately 4 employees and manages $144M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BEACON WEALTH ADVISORS, LLC

Mark Wolter
MCHENRY, IL
Chris Charles Morgan
MCHENRY, IL
Joshua M Pratt
MCHENRY, IL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
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Research
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