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Inactive

Marco Farina

Beacon Financial Planning, Inc

Hyannis, MA

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Current Employers
Beacon Financial Planning, Inc

540 Main Street Suite 14, Hyannis, MA 02601 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-09-16
  • MA RA
    APPROVED
    Since 2024-09-16

Branch Locations

540 Main Street Suite 14, Hyannis, MA 02601 • 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
Westview Investment Advisors Burlington VT 11/2023 05/2024
University Of Vermont Burlington VT 08/2021 05/2024
Exencial Wealth Advisors Newtown PA 08/2021 11/2023
Town Of Falmouth Falmouth MA 06/2019 08/2021
Falmouth Academy Falmouth MA 06/2016 05/2020
Stonehill College Easton MA 08/2020 05/2021
Beacon Financial Planning, Inc Hyannis MA 08/2024 Present
  • 11/2023 → 05/2024
    Westview Investment Advisors
    Burlington, VT
  • 08/2021 → 05/2024
    University Of Vermont
    Burlington, VT
  • 08/2021 → 11/2023
    Exencial Wealth Advisors
    Newtown, PA
  • 06/2019 → 08/2021
    Town Of Falmouth
    Falmouth, MA
  • 06/2016 → 05/2020
    Falmouth Academy
    Falmouth, MA
  • 08/2020 → 05/2021
    Stonehill College
    Easton, MA
  • 08/2024 → Present
    Beacon Financial Planning, Inc
    Hyannis, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-23
  • S65 Uniform Investment Adviser Law Examination
    2023-09-23

View on SEC IAPD

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Other Investors

Heather Melissa Lynch
KELLI MARIE GREW
Kathleen Erin Kane
Joshua Wayne Coffey
Caden Scott Buckley
MICHAELA GREEN HERLIHY
KATHERINE DIMASCOLO
MICHAEL FRANCIS MARCHESE

Other Offices

COMMONWEALTH FINANCIAL NETWORK · HYANNIS, MA
TGA CAPITAL MANAGEMENT · HYANNIS, MA
UBS FINANCIAL SERVICES INC. · HYANNIS, MA
MORGAN STANLEY · HYANNIS, MA
COMMONWEALTH FINANCIAL NETWORK · Hyannis, MA
OSAIC WEALTH, INC. · HYANNIS, MA
OSAIC INSTITUTIONS, INC. · HYANNIS, MA
J.P. MORGAN SECURITIES LLC · Hyannis, MA

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