Cassandra C. Laymon
Investment adviser representative at Beacon Wealth Consultants, Inc.
14 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$278.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Beacon Wealth Consultants, Inc.Jan 2012 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 5 states (FL, NJ, PA, TX, VA).
Beacon Wealth Consultants, Inc.
$278.3MAssets managed
537Clients
12Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5387693
- Firm CRD
- 154939