BB
Brent F. Besinger
BEACON FINANCIAL GROUP
Aurora, OH 44202
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CRD#: 2655426
BB
Professional summary
Brent F Besinger is a registered financial advisor currently at BEACON FINANCIAL GROUP, INC. located in Aurora, Ohio and PRIVATE CLIENT SERVICES, LLC located in Aurora, Ohio.
Brent is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Brent has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 6 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) 1900 Old Pioneer Trail LLC. 173 173 S Chillicothe Rd, Aurora, OH 44202. The LLC owns the building that Beacon Financial group is renting. Brent is the managing member & 100% owner of the LLC. 1 hr/mo; 0 during trading hrs. 2) DBA Beacon Financial Group. 173 173 S Chillicothe Rd, Aurora, OH 44202. Commission from investment products. Marketing name. President-sales. 45 hrs/mo;35 during trading hrs. 3) Beacon Financial Group, Inc. 173 S Chillicothe Rd, Aurora, OH 44202. RIA. 120 hrs/mo; 6 during trading hrs. 4) Insurance. 173 S Chillicothe Rd, Aurora, OH 44202. Insurance business through Ash Brokerage for clients. Insurance agent-sell insurance products. 20 hrs/mo; 1 during trading hrs. 5) Successor Trustee-Brian Wagner Rev. Trust & Lisa Wagner Rev. Trust. 0 hrs/mo; 0 during trading hrs.
CRS (Client Relationship Summary) - RIA
Click below to view Brent F Besinger'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®
NoneExperience
Current
February 27, 2022 - Present
BEACON FINANCIAL GROUP, INC.
Office #1: 173 South Chillicothe Road, Aurora, OH 44202RIA
CRD#: 317775
Aurora, OH
Current
February 22, 2022 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 173 S Chillicothe Rd, Aurora, OH 44202RIA
BD
CRD#: 120222
Aurora, OH
Past
January 9, 2003 - June 22, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
January 1, 2000 - February 22, 2022
OSAIC FA, INC.
RIA
CRD#: 3978
CLEVELAND, OH
Past
June 1, 1998 - February 22, 2022
OSAIC FA, INC.
BD
CRD#: 3978
CLEVELAND, OH
Past
October 4, 1995 - June 1, 1998
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
RADNOR, PA
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, INC.
BEACON FINANCIAL GROUP, INC.
CRD#: 317775 / SEC#: 801-122901
RIA
Registered Investment Advisory firm - (12/17/2021 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
California(2/22/2022)
RR
Florida(2/22/2022)
RR
North Carolina(2/22/2022)
RR
Ohio(2/22/2022)
IAR
Ohio(2/28/2022)
RR
Pennsylvania(2/22/2022)
RR
Rhode Island(2/22/2022)
IAR
Texas(2/27/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BF
BEACON FINANCIAL GROUP, INC.
BEACON FINANCIAL GROUP, INC.
CRD#: 317775 / SEC#: 801-122901
RIA
Registered Investment Advisory firm - (12/17/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
173 South Chillicothe Road, Aurora, OH 44202
Mailing Address
Phone number
(216) 998-0100
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,298 |
| AUM (Assets Under Management) | $ 745,926,980 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BEACON FINANCIAL GROUP, INC.
CRD#: 317775Aurora, OH 44202TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
