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BS

Brandon K. Sherbert

BEACON FINANCIAL GROUP
Dallas, TX 75252-5654
Some features on this profile are disabled
CRD#: 2586065
BS

Professional summary

Brandon Keith Sherbert, who also goes by Brandon K Sherbert, is a registered financial advisor currently at BEACON FINANCIAL GROUP located in Dallas, Texas and KESTRA INVESTMENT SERVICES, LLC located in Dallas, Texas.

Brandon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Brandon has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brandon K Sherbert

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 Brandon Keith Sherbert'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®
None

Experience

Current

September 27, 2013 - Present

BEACON FINANCIAL GROUP

Office #1: 17300 Preston Rd, Suite 120 C/o Melissa Wheeler, Dallas, TX 75252-5654
RIA
CRD#: 110038
Dallas, TX
Current

June 26, 2013 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 17300 Preston Rd. Ste. 120, Dallas, TX 75252
BD
CRD#: 42046
Dallas, TX
Past

April 19, 2016 - March 26, 2025

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
DALLAS, TX
Past

June 26, 2013 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
AUSTIN, TX
Past

June 15, 2009 - May 29, 2013

FORTITUDE ADVISORY GROUP L.L.C.

RIA
CRD#: 116083
DALLAS, TX
Past

November 3, 2008 - December 31, 2008

AWM SERVICES, LLC

BD
CRD#: 6439
DALLAS, TX
Past

June 14, 2007 - May 29, 2013

ARGENTUS SECURITIES, LLC

BD
CRD#: 45915
DALLAS, TX
Past

January 29, 2001 - July 9, 2007

MAPLEWOOD INVESTMENTS, INC.

BD
CRD#: 103723
DALLAS, TX
Past

February 26, 1999 - January 24, 2001

MAY FINANCIAL CORPORATION

BD
CRD#: 3927
DALLAS, TX

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 - (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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(4/27/2015)
RR
Texas
(6/26/2013)
IAR
Texas
(9/27/2013)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/14/2009
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 4/29/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/7/2001
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/25/1999
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/21/2002
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

BF
BEACON FINANCIAL GROUP
BEACON FINANCIAL GROUP | BEACON RETIREMENT PLANNING SERVICES INC.

CRD#: 110038 / SEC#: 801-57962

RIA
Registered Investment Advisory firm - (9/15/2000 Approved)
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Contact information

Main Address
17300 Preston Rd, Suite 120 C/o Melissa Wheeler, Dallas, TX 75252-5654
Mailing Address
Phone number
(972) 726-9888
Established
Firm type
Fiscal year end
# of Employees
18

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BEACON BROCHURE (12/5/2025)

Regulatory assets under management

Total Number of Accounts2,121
AUM (Assets Under Management)$ 1,137,548,918

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.

Company Information

BEACON FINANCIAL GROUP

CRD#: 110038Dallas, TX 75252-5654

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