Beacon Investment Advisors LLC
Beacon Investment Advisors LLC (CRD# 127368) is a financial advisory firm headquartered in Gaithersburg, MD. They manage $257,803,803 in 452 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Beacon Investment Advisors LLC
By the Numbers
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Total Assets Under Management258MILLION
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Total Number of Accounts452ACCOUNTS
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Average Account Value$570,362
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD, TX, VA
Financial Advisors at Beacon Investment Advisors LLC
1
Cornell Abod (CRD# 4686856) is an Investment Advisor Representative working at Beacon Investment Advisors LLC in Gaithersburg, MD and has over 20 years of experience in the finance industry.
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