BEACON CONSUMER INSIGHTS, LLC

TAMPA, Florida·3 registered advisors·CRD# 128637
SEC# 801-62493813-627-6968
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Selection of other advisers
Market timing services
Other
Compensation
Fixed fees
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at BEACON CONSUMER INSIGHTS, LLC

3 registered advisors
Daniel Joseph Mills
TAMPA, Florida
J. Roger Friedman
TAMPA, Florida
Jr. Randal Mcvey
TAMPA, Florida
05

Office Locations

TAMPA, Florida
3 advisors

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Data sourced from SEC Form ADV filings. BEACON CONSUMER INSIGHTS, LLC (CRD# 128637) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.