| Advisor Profile |
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| Name: |
Stephen Engro |
| Phone Number: |
(972) 961-3315 |
| Website: |
Visit Website
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Business Description |
We provide comprehensive Retirement Planning, Equity Managed Accounts, Strategies to Preserve and Grow Capital and Retirement Income Strategies.
Beacon Financial group was established in 1995 to provide wealth management to our clients, we use our disciplined process to reach our clients goals, we specialize in retirement planning and income planning.
The First 1 hour consultation is complimentary, we offer fee based advice for clients who want comprehensive wealth management. |
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General Information |
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| States Licensed in: |
TX, CA, PA, LA, OK, AZ
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| Years of Experience in Financial Services: |
23
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| Number of Years with Current Firm: |
15
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| Work Experience: |
Registerred Investment Advisor and President of Beacon Financial since 1995
Financial Consultant for Rauscher Pierce, Smith Barney and Merrill Lynch from 1986 - 1995
Business Consultant Exxon 1984-1986
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| I work with the following types of clients: |
Businesses, Individual Investors
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Education |
| Academic Background |
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Duke University MBA
University of Notre Dame BA Economics |
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Services |
| Investment Types: |
Mutual Funds, Insurance, Bonds, Stocks, Annuities
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Registerred Investment Advisor
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| Securities Licenses: |
Series 7
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| Insurance and Annuity Licenses: |
Variable Annuity, Long Term Care, Variable Life, Life
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| I work with clients as part of a team: |
Yes
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| Firm's Number of Clients: |
350
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| Firm's Number of Planning Clients: |
275
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| Firm's Number of Managed Clients: |
275
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| Assets Managed by Firm: |
$200,000,000
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| Advisor's Number of Clients: |
125
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| Advisor's Number of Managed Clients: |
125
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| Advisor's Number of Planning Clients: |
125
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| Assets Managed by Advisor: |
$125,000,000
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Compliance |
| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| I am an acknowledged fiduciary: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$250,000
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| Compensation Methods: |
Based on Assets
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| Fee % Based on Assets: |
1.5%to .5%
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| Minimum Fee Charged for Managed Accounts: |
NA
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| Minimum Fee Charged for Hourly Planning Accounts: |
NA
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| Minimum Fee Charged for Flat Fee Accounts: |
NA
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| Prepared By: |
Stephen Engro |
Frequently Asked Questions |
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