Robert
Moses

Beacon Financial Group

CRD#341294
Investment Advisor
in Dallas, TX
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About this Advisor

Robert Moses is a financial advisor who lives in Dallas, Texas. Currently an advisor with Beacon Financial Group, Moses has an impressive 37 years of practice in the financial advisory industry. Moses has a Series 63 license, designating the advisor as a securities broker. Moses is able to work with clients in Texas. Their career trajectory has included roles at Execu/Comp., Inc, Nfp Securities, Inc, Kestra Financial Services, Inc and Beacon Financial Group. Beacon Financial Group is based out of Dallas, Texas. Overall, Beacon Financial Group oversees $792 million in assets dispersed across 2,354 client accounts and employs 11 staff members. The amount of assets the firm manages places it among the bigger financial advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 4% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Beacon Financial Group can offer financial planning services, portfolio management for individuals and small businesses, selection of other advisers and publication of newsletters. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

37 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Others

Disclosures

No

Office Location

17300 Preston Rd, Suite 120 Attn;C/O Mindy Lea Kirby
Dallas, TX 75252-5654

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Beacon Financial Group Brokerage Details

Total Assets Under Management

$689,121,693

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

13

TX Average: 49
Total Number of Accounts

2,170

TX Average: 2,315
Average Account Size

$317,568

TX Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters

Robert Moses Work History

Robert has 37 years of experience.

2016 - Present (3 years)

Kestra Financial Services, Inc

2006 - Present (13 years)

Beacon Financial Group

1981 - Present (38 years)

Execu/Comp., Inc

1997 - 2016 (19 years)

Nfp Securities, Inc

Disclosures

Robert Moses has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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