Robert
Moses
Beacon Financial Group
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About this Advisor
Robert Moses is a financial advisor based in Dallas, Texas, working with Beacon Financial Group. Robert has previously held positions at Execu/Comp., Inc, Nfp Securities, Inc, Beacon Financial Group, Kestra Advisory Services, LLC, and Kestra Investment Services, LLC. Robert has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Robert is part of Beacon Financial Group, which operates out of Dallas, Texas. The firm has 15 employees and manages assets totaling $1.0 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Beacon Financial Group includes asset-based, fixed, and other fees.
Certifications and Registrations
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Fee Structure
Office Location
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Beacon Financial Group Brokerage Details
$1,000,101,305
15
2,116
$472,638
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Robert Moses Work History
Kestra Advisory Services, LLC
Beacon Financial Group
Kestra Investment Services, LLC
Execu/Comp., Inc
Nfp Securities, Inc
Disclosures
Please visit the SEC profile of Robert Moses 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
Austin, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
