Cassandra C. Laymon
CFP®Professional Summary
Cassandra C. Laymon, CFP®, who also goes by Cassandra Chandler, Cassandra Fraser, Cassandra Laymon, Cassandra Porozok, is a registered financial advisor currently at BEACON WEALTH CONSULTANTS, INC. located in Roanoke, Virginia. Cassandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Cassandra has worked at 3 firms and has passed the Series 66 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Cassandra Chandler, Cassandra Fraser, Cassandra Laymon, Cassandra Porozok
Similar Advisors
LEGACY PATH ADVISORS LLC
NVEST FINANCIAL, LLC
RAYMOND JAMES & ASSOCIATES, INC.
PFS INVESTMENTS INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
LEGACY PATH ADVISORS LLC
NVEST FINANCIAL, LLC
RAYMOND JAMES & ASSOCIATES, INC.
PFS INVESTMENTS INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
LEGACY PATH ADVISORS LLC
NVEST FINANCIAL, LLC
RAYMOND JAMES & ASSOCIATES, INC.
PFS INVESTMENTS INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
LEGACY PATH ADVISORS LLC
NVEST FINANCIAL, LLC
RAYMOND JAMES & ASSOCIATES, INC.
PFS INVESTMENTS INC.
Credentials
Years of Experience
19 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
LEGACY PATH ADVISORS LLC
NVEST FINANCIAL, LLC
RAYMOND JAMES & ASSOCIATES, INC.
PFS INVESTMENTS INC.
Current Firm
BEACON WEALTH CONSULTANTS, INC. | LIGHTPOINT PORTFOLIOS
Contact Information
Main Address
302 Washington Ave. Sw, Roanoke, VA 24016-4312Phone Number
(540) 345-3891# of Employees
19SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,138AUM (Assets Under Management)
$278,261,194Similar Advisors
LEGACY PATH ADVISORS LLC
NVEST FINANCIAL, LLC
RAYMOND JAMES & ASSOCIATES, INC.
PFS INVESTMENTS INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
LEGACY PATH ADVISORS LLC
NVEST FINANCIAL, LLC
RAYMOND JAMES & ASSOCIATES, INC.
PFS INVESTMENTS INC.
Primary Firm SEC Registration
BEACON WEALTH CONSULTANTS, INC. | LIGHTPOINT PORTFOLIOS
State Registrations and Notice Filings
(5/31/2012)
(1/28/2025)
(3/1/2016)
(10/23/2015)
(9/11/2012)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
LEGACY PATH ADVISORS LLC
NVEST FINANCIAL, LLC
RAYMOND JAMES & ASSOCIATES, INC.
PFS INVESTMENTS INC.
CRS (Client Relationship Summary) - RIA
Click below to view Cassandra C. Laymon's CRS (Customer Relationship Summary).
Similar Advisors
LEGACY PATH ADVISORS LLC
NVEST FINANCIAL, LLC
RAYMOND JAMES & ASSOCIATES, INC.
PFS INVESTMENTS INC.