Rachel
Hook
Beacon Wealth Advisors, LLC
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About this Advisor
Rachel Hook is a financial advisor operating out of Mchenry, Illinois who has 3 years of industry experience. Hook works at Beacon Wealth Advisors, LLC. During their career, the advisor has held roles at Beacon Wealth Advisors, LLC, Full Time Student, Crandall'S Family Restaurant, Harvard State Bank, Lane Bryant, Subway, Beacon Insurance Advisors, LLC, General Motors and Gradient Securities, LLC. Hook holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Illinois. Beacon Wealth Advisors, LLC is a financial advisory firm that has its headquarters in Mchenry, IL. It controls $137 million in total assets among its 1,017 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 1,017 client accounts, just 12% are held by high-net-worth individuals who have at least $1 million in assets. The advisory firm offers a few services, such as financial planning services, portfolio management for individuals and small businesses and publication of newsletters. Fees for financial advice usually vary depending on which services are offered. However, fees charged by Beacon Wealth Advisors, LLC can include any blend 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
Rachel Hook Work History
Rachel has been registered as a financial advisor for 3 years.*
Gradient Securities, LLC
Beacon Insurance Advisors, LLC
Beacon Wealth Advisors, LLC
Beacon Wealth Advisors, LLC
Beacon Wealth Advisors, LLC
Lane Bryant
Crandall'S Family Restaurant
Harvard State Bank
General Motors
Crandall'S Family Restaurant
Subway
Full Time Student
*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 Rachel Hook 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
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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