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Cornell P Abod

BEACON INVESTMENT ADVISORS LLC·GAITHERSBURG, Maryland
Series 65Clean record22 years registeredBEACON INVESTMENT ADVISORS LLC
7 BROOKES AVENUE, GAITHERSBURG, MD 20877CRD# 4686856Firm CRD# 127368

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cornell P Abod · GAITHERSBURG, MD
Registration
CRD #4686856 · BEACON INVESTMENT ADVISORS LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

BEACON INVESTMENT ADVISORS LLC
Oct 2003 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 3, 2003
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BEACON INVESTMENT ADVISORS LLC
CRD 127368 · SEC 801-125799
AUM
$258M
Regulatory assets under management
Employees
1
452 client accounts
Services offered by BEACON INVESTMENT ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BEACON INVESTMENT ADVISORS LLC →
Introduction

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05

Frequently Asked Questions

What services does Cornell P Abod offer?
Cornell P Abod specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GAITHERSBURG, Maryland for a consultation.
What are Cornell P Abod's credentials?
Cornell P Abod is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cornell P Abod located?
Cornell P Abod is based in GAITHERSBURG, Maryland, working with BEACON INVESTMENT ADVISORS LLC. Their office serves clients in the GAITHERSBURG metropolitan area and surrounding communities.
How does Cornell P Abod charge for services?
Cornell P Abod's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BEACON INVESTMENT ADVISORS LLC?
BEACON INVESTMENT ADVISORS LLC has approximately 1 employees and manages $258M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Erik J Dolan
GAITHERSBURG, MD

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