CA
Cornell P. Abod
BEACON INVESTMENT ADVISORS LLC
GAITHERSBURG, MD 20817
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CRD#: 4686856
CA
Professional summary
Cornell P Abod is a registered financial advisor currently at BEACON INVESTMENT ADVISORS LLC located in Gaithersburg, Maryland.
Cornell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Cornell has worked at 1 firm and has passed the Series 65 exam.
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.
CORNELL ABOD IS THE OWNER AND SOLE MEMBER OF C.P. ABOD & CO., LLC, ("CPA FIRM") A COMPANY PROVIDING ACCOUNTING SERVICES, AND BEACON RPC, LLC, A RETIREMENT PLAN CONSULTING FIRM . THE CPA FIRM PROVIDES TAX COMPLIANCE AND OTHER ACCOUNTING RELATED SERVICES AND BEACON RPC, LLC PROVIDES CONSULTING SERVICES TO RETIREMENT PLAN SPONSORS RELATING TO ESTABLISHING AND OPERATING RETIREMENT PLANS. MR. ABOD MAY SPEND UP TO 75% OF HIS TIME ON ACCOUNTING AND RETIREMENT PLAN ACTIVITIES. THE LOCATION OF THE CPA FIRM AND BEACON RPC, LLC IS 7 BROOKES AVE., GAITHERSBURG, MD 20817.
CRS (Client Relationship Summary) - RIA
Click below to view Cornell P Abod'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
October 3, 2003 - Present
BEACON INVESTMENT ADVISORS LLC
Office #1: 7 Brookes Ave., Gaithersburg, MD 20817RIA
CRD#: 127368
GAITHERSBURG, MD
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".
BI
BEACON INVESTMENT ADVISORS LLC
BEACON INVESTMENT ADVISORS LLC
CRD#: 127368 / SEC#: 801-125799
RIA
Registered Investment Advisory firm - (6/3/2022 Approved)Maryland
Registered Investment Advisory firm - (7/12/2022 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
Maryland(10/3/2003)
IAR
Texas(4/27/2023)
IAR
Virginia(4/27/2023)
Current Firm
BI
BEACON INVESTMENT ADVISORS LLC
BEACON INVESTMENT ADVISORS LLC
CRD#: 127368 / SEC#: 801-125799
RIA
Registered Investment Advisory firm - (6/3/2022 Approved)Maryland
Registered Investment Advisory firm - (7/12/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7 Brookes Avenue, Gaithersburg, MD 20877
Mailing Address
Phone number
(301) 670-1700
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 495 |
| AUM (Assets Under Management) | $ 337,612,569 |
Red Flags
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