BEACON WEALTH CONSULTANTS, INC.

ROANOKE, Virginia·7 registered advisors·CRD# 154939
SEC# 801-1189702540-345-3891
01

Firm Overview

AUM
$204M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at BEACON WEALTH CONSULTANTS, INC.

7 registered advisors
Cassandra C. Laymon
ROANOKE, Virginia
Hillary Ann Sunderland
ROANOKE, Virginia
Jacob David Preston
ROANOKE, Virginia
Kevin Richard Zemann
ROANOKE, Virginia
Richard Stephen Laymon
ROANOKE, Virginia
Todd L Dodson
ROANOKE, Virginia
Wade Landon Johnson
ROANOKE, Virginia
05

Office Locations

ROANOKE, Virginia
7 advisors

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Data sourced from SEC Form ADV filings. BEACON WEALTH CONSULTANTS, INC. (CRD# 154939) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.