RL
Richard S. Laymon
BEACON WEALTH CONSULTANTS
Roanoke, VA 24016-4312
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CRD#: 2613493
RL
Professional summary
Richard Stephen Laymon JR, CFP® is a registered financial advisor currently at BEACON WEALTH CONSULTANTS, INC. located in Roanoke, Virginia.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Richard has worked at 9 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 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.
1) BEACON WEALTH CONSULTANTS INC (RIA); INVESTMENT RELATED;302 Washington Ave SW, Roanoke, VA;PRESIDENT. FINANCIAL SERVICES/INSURANCE, 11/2011;80% TIME SPENT;SALES AND MANAGEMENT 2) BEACON WEALTH CONSULTANTS, INC.; INVESTMENT RELATED;302 Washington Ave SW, Roanoke, VA 24016;INSURANCE SALES; PRESIDENT/CEO; 100% OWNERSHIP; 11/2011; 2% TIME SPENT; SALES AND MANAGEMENT 3) ROANOKE COLLEGE; NOT INVESTMENT RELATED;221 College Lane, Salem, Virginia 24153; Education; Adjunct Professor; January 2025; 0% TIME SPENT; TEACH RETIREMENT PLANNING
CRS (Client Relationship Summary) - RIA
Click below to view Richard Stephen Laymon JR's 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®
Start date: 2012
Experience
Current
January 1, 2011 - Present
BEACON WEALTH CONSULTANTS, INC.
Office #1: 302 Washington Ave. Sw, Roanoke, VA 24016-4312RIA
CRD#: 154939
Roanoke, VA
Past
February 23, 2011 - September 5, 2012
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
ROANOKE, VA
Past
August 8, 2006 - December 31, 2010
QA3 FINANCIAL LLC
RIA
CRD#: 104957
ROANOKE, VA
Past
August 8, 2006 - February 11, 2011
QA3 FINANCIAL CORP.
BD
CRD#: 14754
ROANOKE, VA
Past
August 1, 2001 - August 9, 2006
G. A. REPPLE & COMPANY
RIA
CRD#: 17486
ROANOKE, VA
Past
August 1, 2001 - August 9, 2006
G. A. REPPLE & COMPANY
BD
CRD#: 17486
ROANOKE, VA
Past
October 19, 1999 - August 1, 2001
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
WALTHAM, MA
Past
December 19, 1997 - October 20, 1999
OSAIC FS, INC.
BD
CRD#: 3870
FORT WAYNE, IN
Past
July 3, 1995 - December 19, 1997
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
July 3, 1995 - December 19, 1997
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
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".
BW
BEACON WEALTH CONSULTANTS, INC.
BEACON WEALTH CONSULTANTS, INC. | LIGHTPOINT PORTFOLIOS
CRD#: 154939 / SEC#: 801-118970
RIA
Registered Investment Advisory firm - (6/26/2020 Approved)Florida
Registered Investment Advisory firm - (6/26/2020 Terminated)Indiana
Registered Investment Advisory firm - (11/15/2018 Terminated)New Jersey
Registered Investment Advisory firm - (11/18/2020 Terminated)Ohio
Registered Investment Advisory firm - (11/21/2019 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/7/2020 Terminated)Tennessee
Registered Investment Advisory firm - (6/29/2020 Terminated)Texas
Registered Investment Advisory firm - (6/26/2020 Terminated)Virginia
Registered Investment Advisory firm - (6/27/2020 Terminated)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
Florida(1/6/2011)
IAR
Texas(1/3/2024)
IAR
Virginia(1/1/2011)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
BW
BEACON WEALTH CONSULTANTS, INC.
BEACON WEALTH CONSULTANTS, INC. | LIGHTPOINT PORTFOLIOS
CRD#: 154939 / SEC#: 801-118970
RIA
Registered Investment Advisory firm - (6/26/2020 Approved)Florida
Registered Investment Advisory firm - (6/26/2020 Terminated)Indiana
Registered Investment Advisory firm - (11/15/2018 Terminated)New Jersey
Registered Investment Advisory firm - (11/18/2020 Terminated)Ohio
Registered Investment Advisory firm - (11/21/2019 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/7/2020 Terminated)Tennessee
Registered Investment Advisory firm - (6/29/2020 Terminated)Texas
Registered Investment Advisory firm - (6/26/2020 Terminated)Virginia
Registered Investment Advisory firm - (6/27/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
302 Washington Ave. Sw, Roanoke, VA 24016-4312
Mailing Address
Phone number
(540) 345-3891
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,097 |
| AUM (Assets Under Management) | $ 236,888,006 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
