Cassandra C. Laymon

BEACON WEALTH CONSULTANTS

Roanoke, VA 24016-4312

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CRD#: 5387693

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cassandra Chandler | Cassandra Fraser | Cassandra Laymon | Cassandra Porozok

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.

BEACON WEALTH FOR TERM LIFE INSURANCE SALES, TIME SPENT 1%

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cassandra C. Laymon'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®

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

January 25, 2012 - Present

BEACON WEALTH CONSULTANTS, INC.

Office #1: 302 Washington Ave. Sw, Roanoke, VA 24016-4312

RIA

CRD#: 154939

Roanoke, VA

Past

December 17, 2009 - September 5, 2012

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

ISELIN, NJ

Past

December 17, 2009 - September 5, 2012

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

ISELIN, NJ

Past

September 14, 2007 - December 21, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

RED BANK, NJ

Past

August 24, 2007 - December 21, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

EDISON, NJ

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(5/31/2012)

IAR

New Jersey
(1/28/2025)

IAR

Pennsylvania
(3/1/2016)

IAR

Texas
(10/23/2015)

IAR

Virginia
(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

State Security Law Exam

IAR

Series 66

Date: 9/13/2007

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/23/2007

General Securities Representative Examination

Current Firm

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)

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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

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IGNITE GUIDED WEALTH PROGRAM FIRM BROCHURE (3/26/2025)

ADV PART 2A & 2B (3/26/2025)

Regulatory assets under management

Total Number of Accounts	1,097
AUM (Assets Under Management)	$ 236,888,006

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.

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Cassandra C. Laymon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cassandra C. Laymon's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEACON WEALTH CONSULTANTS, INC.

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

BEACON WEALTH CONSULTANTS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/13/2007

Series 7

Date: 8/23/2007

Current Firm

BEACON WEALTH CONSULTANTS, INC.

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BEACON WEALTH CONSULTANTS, INC.

TRUST BUT VERIFY

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