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Cassandra C. Laymon

Beacon Wealth Consultants, Inc.

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About Cassandra C. Laymon

Cassandra Laymon is a financial advisor with over 15 years of experience in the industry. Cassandra is currently registered with Beacon Wealth Consultants, Inc. and has held previous roles with Next Financial Group, Inc. and UBS Financial Services Inc. Cassandra specializes in providing financial planning services for individuals, families, and businesses. Cassandra is also a Certified Financial Planner and has a Series 7 and Series 66 license. Cassandra holds a variety of specializations and is dedicated to providing comprehensive financial planning solutions to meet her clients' needs.

Firm Information

Cassandra Laymon is currently registered with Beacon Wealth Consultants, Inc.. Beacon Wealth Consultants, Inc. is a registered investment advisor headquartered in Roanoke, VA. The firm provides a range of services including financial planning, portfolio management, pension consulting, and estate administration. Beacon Wealth Consultants manages approximately $203.8 million in assets for a variety of clients, including individuals, high-net-worth individuals, charitable organizations, corporations, and pension plans.
Beacon Wealth Consultants, Inc.

302 WASHINGTON AVE. SW

ROANOKE, VA 24016-4312

$203.84M

Assets Under Management

4

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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estate administration, legacy coaching

Estate administration, legacy coaching

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Cassandra Laymon’s Registration & Firm History

VA

09/11/2012 - Present

Beacon Wealth Consultants, Inc. (ROANOKE VA)

NJ

12/17/2009 - 09/05/2012

NEXT FINANCIAL GROUP, INC. (ISELIN NJ)

NJ

08/24/2007 - 12/21/2009

UBS FINANCIAL SERVICES INC. (EDISON NJ)

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Licenses & Designations

BOTH

Issued 09/13/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/23/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cassandra C. Laymon.
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