Best Investors Account Sign in
Inactive

Cassandra C. Laymon

Beacon Wealth Consultants, Inc.

Roanoke, VA

CRD 5387693

Claim This Profile
Employer firm

Beacon Wealth Consultants, Inc. CRD 154939

$278M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • ESTATE ADMINISTRATION, LEGACY COACHING

From the firm’s Form ADV. Read the guides:

Current Employers
Beacon Wealth Consultants, Inc.

302 Washington Ave. Sw, Roanoke, VA 24016-4312 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-01-28
PA RA APPROVED 2016-03-01
TX RA APPROVED 2015-10-23
VA RA APPROVED 2012-09-11
FL RA APPROVED 2012-05-31
  • NJ RA
    APPROVED
    Since 2025-01-28
  • PA RA
    APPROVED
    Since 2016-03-01
  • TX RA
    APPROVED
    Since 2015-10-23
  • VA RA
    APPROVED
    Since 2012-09-11
  • FL RA
    APPROVED
    Since 2012-05-31

Branch Locations

302 Washington Ave. Sw, Roanoke, VA 24016-4312 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Beacon Wealth Consultants, Inc. Roanoke VA 01/2012 Present
Previous Registrations
  • 2009-12-17 → 2012-09-05
    Next Financial Group, Inc.
    Houston, TX
    Iselin, NJ
  • 2007-09-14 → 2009-12-21
    Ubs Financial Services Inc.
    Red Bank, NJ
    Weehawken, NJ
    Edison, NJ
Other Businesses

BEACON WEALTH FOR TERM LIFE INSURANCE SALES, TIME SPENT 1%

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-09-13
  • S66 Uniform Combined State Law Examination
    2007-09-13
Designations
  • Certified Financial Planner
Other Names
  • Cassandra Porozok
  • Cassandra Fraser
  • Cassandra Chandler
  • Cassandra Chandler
  • Cassandra Laymon

View on SEC IAPD

Nearby Firms

COMMONWEALTH FINANCIAL NETWORK
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

STEPHANIE S FRALIN
JOHN BARTON EDMUNDS
JOHN ROBERT BRADBERRY

Nearby Offices

COMMONWEALTH FINANCIAL NETWORK · Roanoke, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Roanoke, VA
CETERA INVESTMENT ADVISERS LLC · CAVE SPRING, VA

More in Roanoke, VA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor