Audrey J Soza
Investment adviser representative at Beacon Advisors
12 yearsExperience
1 stateRegistered in
$459.6MFirm assets
1 yearFirm in business
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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
Experience
12 years in the industry.
- Beacon AdvisorsOct 2025 to now
- Custos Family OfficeSep 2022 to Oct 2025
- Wells Fargo Securities, LLCAug 2014 to Aug 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Beacon Advisors
Legal name: Beacon Advisors Holdings, LLC
$459.6MAssets managed
62Clients
4Advisers
1 yearIn 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
- 6160931
- Firm CRD
- 335101