Cornell
Abod
Beacon Investment Advisors LLC
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About this Advisor
Cornell Abod is a financial advisor who works in Bethesda, Maryland with a total of 20 years of industry experience. Abod is on the advisory team at Beacon Investment Advisors LLC. Abod has gained experience at Beacon Investment Advisors, LLC and C.P. Abod & Co., LLC. Abod has a Series 65 license, certifying them as an investment advisor representative, and is able to operate in Maryland. Beacon Investment Advisors LLC is a registered investment company that has its headquarters in Gaithersburg, MD. It administers $220 million in total assets across its 391 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 391 accounts, 45% are held by high-net-worth clients who have more than $1 million in assets available to invest. Beacon Investment Advisors LLC provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules vary depending on the services. However, fees charged by Beacon Investment Advisors LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Beacon Investment Advisors LLC Brokerage Details
$219,921,244
1
391
$562,458
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Cornell Abod Work History
Cornell has been registered as a financial advisor for 20 years.*
Beacon Investment Advisors, LLC
C.P. Abod & Co., LLC
*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 Cornell Abod 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 Investment Advisors LLC
Bethesda, MD
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