Marcel John Hebert

Employer firm

Beacon Financial Advisors Ltd CRD 106164

$297M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

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

Current Employers

Beacon Financial Advisors Ltd

1800 St. James Place, Suite 101, Houston, TX 77056 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2002-12-02

TX RA
APPROVED

Since 2002-12-02

Branch Locations

1800 St. James Place Suite 101, Houston, TX 77056 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Beacon Financial Advisors, Ltd	Houston	TX	02/1993	Present

02/1993 → Present

Beacon Financial Advisors, Ltd

Houston, TX

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1984-08-24

S63 Uniform Securities Agent State Law Examination

1984-08-24

Designations

Certified Financial Planner
Chartered Financial Analyst

View on SEC IAPD

Employer firm

Current Employers

Beacon Financial Advisors Ltd

Disclosures

Employment History

Exams

Designations

Nearby Firms

Nearby Investors

Nearby Offices

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