Unclaimed Profile

Tina Carmella Powell

BEACON WEALTH MANAGEMENT LLC·HACKENSACK, New Jersey

Series 65Clean record11 years registeredBEACON WEALTH MANAGEMENT LLC

505 MAIN STREET, HACKENSACK, NJ 07601CRD# 5411435Firm CRD# 129523

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tina Carmella Powell · HACKENSACK, NJ

Registration

CRD #5411435 · BEACON WEALTH MANAGEMENT LLC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BEACON WEALTH MANAGEMENT LLC

SHECAPITAL

May 2015 – Jul 2016

HACKENSACK, NJ

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 8, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEACON WEALTH MANAGEMENT LLC

CRD 129523 · SEC 801-62704

AUM

$285M

Regulatory assets under management

Employees

960 client accounts

Services offered by BEACON WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at BEACON WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Tina Carmella Powell offer?

Tina Carmella Powell specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Tina Carmella Powell's credentials?

Tina Carmella Powell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tina Carmella Powell located?

Tina Carmella Powell is based in HACKENSACK, New Jersey, last registered with BEACON WEALTH MANAGEMENT LLC.

How does Tina Carmella Powell charge for services?

Tina Carmella Powell'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 MANAGEMENT LLC?

BEACON WEALTH MANAGEMENT LLC has approximately 8 employees and manages $285M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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