Heather
Pollack
Beacon Financial Group, Inc
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About this Advisor
Heather Pollack is a financial advisor who works out of Aurora, Ohio with 1 year of industry experience. Pollack is currently employed by Beacon Financial Group, Inc. Throughout their career, Pollack has worked at Lincoln Financial Advisors Corp, Lincoln National Life Ins Co and Beacon Financial Group, Inc. Pollack maintains a Series 63 license, which qualifies them as a securities broker, and is registered to work in Ohio. Beacon Financial Group, Inc is a company that has its headquarters in Aurora, OH. It oversees $564 million in assets across its 1,026 client accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 1,026 accounts, 29% are associated with high-net-worth investors who have more than $1 million in investable assets. Beacon Financial Group, Inc provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fees vary depending on the services. Fee types charged by Beacon Financial Group, Inc 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 Financial Group, Inc Brokerage Details
$563,738,498
8
1,026
$549,453
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Heather Pollack Work History
Heather has been registered as a financial advisor for 1 years.*
Beacon Financial Group, Inc
Lincoln Financial Advisors Corp
Lincoln National Life Ins Co
*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 Heather Pollack 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 Financial Group, Inc
Aurora, OH
Aurora, OH
Aurora, OH
Aurora, OH
Aurora, OH
Aurora, OH
Aurora, OH
Aurora, OH
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