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Mark Diamond

BEACON FINANCIAL GROUP

DALLAS, TX

·CRD# 1129298·44 years experience

Professional Summary

Mark Diamond is a registered financial advisor currently at BEACON FINANCIAL GROUP located in Dallas, Texas and KESTRA INVESTMENT SERVICES, LLC located in Dallas, Texas. Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Mark has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 3 and Series 24 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

44 years in the financial services industry

Current & Past Employments

BEACON FINANCIAL GROUP·CRD# 110038

RIA

17300 Preston Rd, Suite 120 C/o Melissa Wheeler, Dallas, TX 75252-5654

May 30, 2006 - Present

KESTRA INVESTMENT SERVICES, LLC·CRD# 42046

BD

17300 Preston Rd. Ste. 120, Dallas, TX 75252

April 28, 2000 - Present

KESTRA ADVISORY SERVICES, LLC·CRD# 283330

RIA

Dallas, TX

April 25, 2016 - March 26, 2025

KESTRA INVESTMENT SERVICES, LLC·CRD# 42046

RIA

Addison, TX

April 28, 2000 - September 22, 2016

LPL FINANCIAL LLC·CRD# 6413

BD

Fort Mill, SC

January 16, 1995 - April 28, 2000

RAUSCHER PIERCE REFSNES, INC.·CRD# 6663

BD

Dallas, TX

January 14, 1991 - January 18, 1995

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691

BD

New York, NY

January 7, 1986 - January 14, 1991

PRUDENTIAL EQUITY GROUP, LLC·CRD# 7471

BD

March 22, 1984 - January 21, 1986

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Current Firm

BF

BEACON FINANCIAL GROUP

BEACON FINANCIAL GROUP | BEACON RETIREMENT PLANNING SERVICES INC.

CRD#: 110038 / SEC#: 801-57962

RIA

Registered Investment Advisory firm - SEC (9/15/2000 Approved)

Contact Information

Main Address

17300 Preston Rd, Suite 120 C/o Melissa Wheeler, Dallas, TX 75252-5654

Phone Number

(972) 726-9888

# of Employees

18

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BEACON BROCHURE (3/13/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,152

AUM (Assets Under Management)

$1,304,179,817

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Business Name: BDE Properties, LLC Investment Related: Yes Address: 17300 Preston Rd Ste 120 Dallas TX 75252 Nature of Business: Real Estate Position, Title or Relationship: Owner Start Date: 1/1/1999 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: NONE- its all passive at this point no recent purchases of late Business Name: Beacon Financial Group Investment Related: Yes Address: 17300 Preston Rd Suite 120 Dallas TX 75252 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Employee Start Date: 1/1/1995 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Invesment Advisor Representative for this firm. Business Name: Beacon Retirement Planning Services, Inc. Investment Related: Yes Address: 17300 Preston Rd. STe 120 Dallas TX 75252 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance Position, Title or Relationship: Mark Diamond is Vice President of Sales Start Date: 1/1/1995 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: Providing insurance where necessary to Beacon Clients Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BF

BEACON FINANCIAL GROUP

BEACON FINANCIAL GROUP | BEACON RETIREMENT PLANNING SERVICES INC.

CRD#: 110038 / SEC#: 801-57962

RIA

Registered Investment Advisory firm - SEC (9/15/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

California
(4/28/2000)

RR

Florida
(11/21/2023)

RR

Michigan
(1/24/2017)

RR

New York
(4/28/2000)

RR

Texas
(4/28/2000)

IAR

Texas
(5/30/2006)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Sep 1996About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 1984About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 1984About the Series 7 exam

Series 3 — National Commodity Futures Examination

Passed Sep 1982About the Series 3 exam

Series 24 — General Securities Principal Examination

Passed May 1995About the Series 24 exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Mark Diamond's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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MD

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