Brian
Thomson
Beacon Capital Management, Inc
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About this Advisor
Brian Thomson is a financial advisor based in Dayton, Ohio with 1 year of relevant experience. Thomson is on the advisory team at Beacon Capital Management, Inc. Thomson has gained experience at Pacific Life Insurance Company, Pacific Select Distributors Inc, Waddell & Reed Inc, Cetera Investment Services LLC, Ivy Funds Distributor Inc (Waddell & Reed Affiliate), Cetera Advisor Networks LLC, Cetera Advisors LLC, Cetera Financial Specialists LLC, First Allied Securities, Inc, Girard Securities, Inc, Summit Brokerage Services, Inc, Bfc Planning, Inc, Sammons Institutional Group, Securities Management & Research, Inc, Lpl Financial LLC and Berthel, Fisher & Company Financial Services, Inc. Thomson has Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to advise clients in Utah. Beacon Capital Management, Inc is a registered investment company headquartered in Dayton, OH. It handles $5 billion in assets between its 16,372 client accounts, making it one of the largest firms in the nation by assets under management. The firm serves nine charities and foundations. Of its 16,372 customer accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in investable assets. Beacon Capital Management, Inc has a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and publication of newsletters. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fees billed by Beacon Capital Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Beacon Capital Management, Inc Brokerage Details
$4,922,296,385
25
16,372
$300,653
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
Brian Thomson Work History
Brian has been registered as a financial advisor for 1 years.*
Sammons Institutional Group
Bfc Planning, Inc
Securities Management & Research, Inc
Berthel, Fisher & Company Financial Services, Inc
Lpl Financial LLC
Lpl Financial LLC
Cetera Investment Services LLC
Cetera Advisor Networks LLC
Cetera Advisors LLC
Cetera Financial Specialists LLC
First Allied Securities, Inc
Girard Securities, Inc
Summit Brokerage Services, Inc
Waddell & Reed Inc
Ivy Funds Distributor Inc (Waddell & Reed Affiliate)
Pacific Life Insurance Company
Pacific Select Distributors 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 Brian Thomson 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 Capital Management, Inc
Dayton, OH
Dayton, OH
Sac City, IA
Dayton, OH
Dayton, OH
Dayton, OH
Dayton, OH
Dayton, OH
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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