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Richard Stephen Laymon

Beacon Wealth Consultants, Inc.

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About Richard Stephen Laymon

Richard Laymon is a financial advisor in ROANOKE, VA. Richard is a registered investment advisor representative with Beacon Wealth Consultants, Inc. They have been in the industry for over 20 years, and have experience working with individuals, families, and businesses. Richard holds the Certified Financial Planner designation and specializes in financial planning, portfolio management and estate administration.

Firm Information

Richard 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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Richard Laymon’s Registration & Firm History

VA

01/01/2011 - Present

Beacon Wealth Consultants, Inc. (ROANOKE VA)

VA

02/23/2011 - 09/05/2012

NEXT FINANCIAL GROUP, INC. (ROANOKE VA)

VA

08/08/2006 - 02/11/2011

QA3 FINANCIAL CORP. (ROANOKE VA)

VA

08/01/2001 - 08/09/2006

G. A. REPPLE & COMPANY (ROANOKE VA)

MA

10/19/1999 - 08/01/2001

COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)

IN

12/19/1997 - 10/20/1999

JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)

MA

07/03/1995 - 12/19/1997

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

07/03/1995 - 12/19/1997

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/11/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/14/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/14/1999

Series 24 - General Securities Principal Examination

BC

Issued 05/10/1999

Series 7 - General Securities Representative Examination

BC

Issued 06/30/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Stephen Laymon.
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