Brian
Thomson
Beacon Capital Management, Inc
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About this Advisor
Brian Thomson is a financial advisor based in Dayton, Ohio, working with Beacon Capital Management, Inc. Brian has previously held positions at Waddell & Reed Inc, Cetera Advisor Networks LLC, Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Investment Services LLC, First Allied Securities, Inc, Girard Securities, Inc, Summit Brokerage Services, Inc, Lpl Financial LLC, Bfc Planning, Inc, Sammons Institutional Group, Ivy Funds Distributor Inc (Waddell & Reed Affiliate), Berthel, Fisher & Company Financial Services, Inc, and Securities Management & Research, Inc. Brian has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Utah. Currently, Brian is part of Beacon Capital Management, Inc, which operates out of Dayton, Ohio. The firm has 27 employees and manages assets totaling $4.3 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and publication of newsletters. The fee structure at Beacon Capital Management, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Beacon Capital Management, Inc Brokerage Details
$4,328,922,124
27
15,730
$275,202
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
Sammons Institutional Group
Bfc Planning, Inc
Berthel, Fisher & Company Financial Services, Inc
Securities Management & Research, Inc
Lpl Financial LLC
Lpl Financial LLC
Cetera Advisor Networks LLC
Cetera Advisors LLC
Cetera Financial Specialists LLC
Cetera Investment Services LLC
First Allied Securities, Inc
Girard Securities, Inc
Summit Brokerage Services, Inc
Waddell & Reed Inc
Ivy Funds Distributor Inc (Waddell & Reed Affiliate)
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
West Des Moines, IA
Dayton, OH
Dayton, OH
West Des Moines, IA
Dayton, OH
Sac City, IA
Dayton, OH
Dayton, OH
The content in this profile was updated by SmartAsset on 6/19/2024. 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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