Joshua
Pratt
Beacon Wealth Advisors, LLC
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About this Advisor
Joshua Pratt is a financial advisor based in Mchenry, Illinois who has 6 years of relevant experience. Pratt currently works for Beacon Wealth Advisors, LLC. Over the course of their career, they have held roles at Thrivent Investment Management Inc, Thrivent Investment Management, Inc, Gradient Securities, LLC, Beacon Wealth Advisors, LLC and Beacon Insurance Advisors, LLC. Pratt holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to operate in Illinois. Beacon Wealth Advisors, LLC is a firm that has its headquarters in Mchenry, IL. It manages $137 million in assets under management between its 1,017 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 1,017 customer accounts, just 12% are held by high-net-worth clients who have greater than $1 million in investable assets. The company has a set of services, including financial planning services, portfolio management for individuals and small businesses and publication of newsletters. A financial advisor's fees vary depending on which service is offered. However, fees billed by Beacon Wealth Advisors, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Beacon Wealth Advisors, LLC Brokerage Details
$136,800,000
4
1,017
$134,513
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Joshua Pratt Work History
Joshua has been registered as a financial advisor for 6 years.*
Gradient Securities, LLC
Beacon Wealth Advisors, LLC
Beacon Insurance Advisors, LLC
Thrivent Investment Management, Inc
Thrivent Investment Management Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joshua Pratt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Beacon Wealth Advisors, LLC
Mchenry, IL
Mchenry, IL
Mchenry, IL
Mchenry, IL
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