Beacon Financial Group
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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
Years of Experience
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Beacon Financial Group Brokerage Details
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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.
Kestra Financial Services, Inc
Beacon Financial Group
Nfp Securities, Inc
Robert Moses has no disclosures.
Please visit their SEC profile for more details.