Robert
Moses

Beacon Financial Group

CRD#341294
Investment Advisor
in Dallas, TX

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About this Advisor

Robert Moses is a chartered financial consultant based out of Dallas, Texas who has 17 years of industry experience. Moses is currently employed by Beacon Financial Group. Over the course of their career, Moses has held roles at Execu/Comp., Inc, Nfp Securities, Inc, Beacon Financial Group, Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Moses holds a Series 63 license, which qualifies them as a securities agent, and can serve investors in Texas. Beacon Financial Group is a company that has its headquarters in Dallas, TX. It oversees $943 million in total assets between its 2,209 client accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 2,209 client accounts, 28% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors usually depend on the type of services provided. Fee types billed by Beacon Financial Group most likely consist of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

17300 Preston Rd, Suite 120 C/O Melissa Wheeler
Dallas, TX 75252-5654

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Beacon Financial Group Brokerage Details

Total Assets Under Management

$942,518,909

TX Average: $3,042,739,679
Total Number of Employees

15

TX Average: 49
Total Number of Accounts

2,209

TX Average: 2,315
Average Account Size

$426,672

TX Average: $1,314,358

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

Robert has been registered as a financial advisor for 17 years.*

2016 - Present (8 years)

Kestra Advisory Services, LLC

2006 - Present (18 years)

Beacon Financial Group

1997 - Present (27 years)

Kestra Investment Services, LLC

1981 - Present (43 years)

Execu/Comp., Inc

1997 - 2016 (19 years)

Nfp Securities, 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 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

Oliver Matison
Dallas, TX
August Payne
Austin, TX
Eric Zipfel
Dallas, TX
Brandon Sherbert
Dallas, TX
Stephen Engro
Dallas, TX
Mark Diamond
Dallas, TX
Robert Moses
Dallas, TX

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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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.

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