Unclaimed Profile

Cassandra C. Laymon

BEACON WEALTH CONSULTANTS, INC.·ROANOKE, Virginia

Series 7, Series 66Clean record18 years registeredBEACON WEALTH CONSULTANTS, INC.

302 WASHINGTON AVE. SW, ROANOKE, VA 24016-4312CRD# 5387693Firm CRD# 154939

Profile Verification

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

Identity

Cassandra C. Laymon · ROANOKE, VA

Registration

CRD #5387693 · BEACON WEALTH CONSULTANTS, INC. · 18 years registered

Brand Profile

Not yet started

Career History

BEACON WEALTH CONSULTANTS, INC.

Jan 2012 – present

NEXT FINANCIAL GROUP, INC.

Dec 2009 – Sep 2012

ISELIN, NJ

UBS FINANCIAL SERVICES INC.

Sep 2007 – Dec 2009

RED BANK, NJ

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · September 14, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEACON WEALTH CONSULTANTS, INC.

CRD 154939 · SEC 801-118970

AUM

$204M

Regulatory assets under management

Employees

1,039 client accounts

Services offered by BEACON WEALTH CONSULTANTS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BEACON WEALTH CONSULTANTS, INC. →

Introduction

Speak with Cassandra

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Cassandra is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ROANOKE?

Browse all registered financial advisors in ROANOKE, Virginia or claim this profile if it's yours.

Browse ROANOKE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Cassandra C. Laymon offer?

Cassandra C. Laymon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROANOKE, Virginia for a consultation.

What are Cassandra C. Laymon's credentials?

Cassandra C. Laymon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cassandra C. Laymon located?

Cassandra C. Laymon is based in ROANOKE, Virginia, working with BEACON WEALTH CONSULTANTS, INC.. Their office serves clients in the ROANOKE metropolitan area and surrounding communities.

How does Cassandra C. Laymon charge for services?

Cassandra C. Laymon'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 CONSULTANTS, INC.?

BEACON WEALTH CONSULTANTS, INC. has approximately 15 employees and manages $204M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →