Marcel J. Hebert

BEACON FINANCIAL ADVISORS LTD

HOUSTON, TX 77056

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CRD#: 1273413

Professional summary

Marcel John Hebert, CFP® is a registered financial advisor currently at BEACON FINANCIAL ADVISORS LTD located in Houston, Texas.

Marcel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Marcel has worked at 3 firms and has passed the Series 63, Series 2 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marcel John Hebert's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1986

Experience

Current

December 2, 2002 - Present

BEACON FINANCIAL ADVISORS LTD

Office #1: 1800 St. James Place Suite 101, Houston, TX 77056

RIA

CRD#: 106164

HOUSTON, TX

Past

September 9, 1985 - May 6, 1987

FSC SECURITIES CORPORATION

CRD#: 7461

Past

February 22, 1985 - July 2, 1985

WEALTH MANAGEMENT SECURITIES CORPORATION

CRD#: 15593

Past

June 20, 1984 - January 2, 1985

FSC SECURITIES CORPORATION

CRD#: 7461

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".

BEACON FINANCIAL ADVISORS LTD

CRD#: 106164 / SEC#: 801-43463

RIA

Registered Investment Advisory firm - (3/12/1993 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.

Highlighted states indicate IAR registrations

IAR

Texas
(12/2/2002)

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.

Exams

State Security Law Exam

Series 63

Date: 8/24/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 2

Date: 5/10/1991

Non-Member General Securities Examination

General Industry/Product Exam

Series 7

Date: 6/16/1984

General Securities Representative Examination

Current Firm

BEACON FINANCIAL ADVISORS LTD

CRD#: 106164 / SEC#: 801-43463

RIA

Registered Investment Advisory firm - (3/12/1993 Approved)

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Contact information

Main Address

1800 St. James Place, Suite 101, Houston, TX 77056

Mailing Address

Phone number

(713) 622-9981

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BEACON'S ADV PART 2 (AKA "BROCHURE") (3/24/2025)

Regulatory assets under management

Total Number of Accounts	500
AUM (Assets Under Management)	$ 290,280,043

Red Flags

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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Marcel J. Hebert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marcel John Hebert's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEACON FINANCIAL ADVISORS LTD

FSC SECURITIES CORPORATION

WEALTH MANAGEMENT SECURITIES CORPORATION

FSC SECURITIES CORPORATION

Primary Firm SEC Registration

BEACON FINANCIAL ADVISORS LTD

State Registrations and Notice Filings

Exams

Series 63

Date: 8/24/1984

Series 2

Date: 5/10/1991

Series 7

Date: 6/16/1984

Current Firm

BEACON FINANCIAL ADVISORS LTD

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BEACON FINANCIAL ADVISORS LTD

TRUST BUT VERIFY

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