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Cassandra C. Laymon

BEACON WEALTH CONSULTANTS, INC.·ROANOKE, Virginia
Unclaimed Profile
302 WASHINGTON AVE. SW, ROANOKE, VA 24016-4312CRD# 5387693Firm CRD# 154939
01

About

Cassandra C. Laymon is a registered financial advisor based in ROANOKE, Virginia, affiliated with BEACON WEALTH CONSULTANTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BEACON WEALTH CONSULTANTS, INC.
BEACON WEALTH CONSULTANTS, INC.
AUM
$204M
Regulatory assets under management
Employees
15
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5387693
Firm CRD# 154939
No disclosures on file
View on FINRA BrokerCheck →

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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.
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