Beacon Financial Group - Wealth Management Services Revenue
Investment Management • 
Dallas, Texas, United States • 11-20 Employees
Beacon Financial Group - Wealth Management Services revenue & valuation
| Annual revenue | $1,539,990 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $5,000,000 |
| Total funding | No funding |
Key Contacts at Beacon Financial Group - Wealth Management Services
Stephen Engro
President And Founder
Melissa Wheeler
Director Of Operations/Compliance
Susan Gray
Director Of Client Services
Company overview
| Headquarters | 17300 Preston Rd, Ste. 120, Dallas, TX 75252, US |
| Phone number | +19727269888 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Founded | 1995 |
| Employees | 11-20 |
| Socials |
Beacon Financial Group - Wealth Management Services Email Formats
Beacon Financial Group - Wealth Management Services uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@beaconfg.com), used 63.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@beaconfg.com | 63.2% |
{first initial}{last name} | jdoe@beaconfg.com | 26.3% |
{first initial}{first initial} | jj@beaconfg.com | 10.5% |
About Beacon Financial Group - Wealth Management Services
Beacon Financial Group - Wealth Management Services has been helping clients reach their financial goals since 1995. Our disciplined approach identifies long-term market trends and asset allocation tactics. We are passionate about working hard to uncover leading edge opportunities and strategies. We work equally hard appraising their validity, effectiveness and ultimately their appropriateness. We never rest when it comes to researching a better way to help our clients achieve their goals. *Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA(www.finra.org)/SIPC(www.sipc.org). Investment Advisory Services may be offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS or Beacon Financial Group. Beacon Financial Group is a member firm of PartnersFinancial. Beacon Financial Group is affiliated with Kestra IS and Kestra AS and are not affiliated with PartnersFinancial. Asset allocation does not protect against loss of principal. For additional information, please contact our Compliance department at 737-443-2582. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Beacon Financial Group - Wealth Management Services has 9 employees across 5 departments.
Departments
Number of employees
Funding Data
Beacon Financial Group - Wealth Management Services has never raised funding before.
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