RK
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
382 clients
Average Client Portfolio
$116K average
Assets Under Management
$44.1M
Fee Structure
Minimum Investment:$25K
There is no fee information provided in this brochure.
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Advisor Information
Office location
Akron, OH
Get directionsRegulatory History (3)
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Regulatory
December 2020Final
Employment Separation After Allegations
April 2016Employment Separation After Allegations
June 2011Other Business ActivitiesSells Insurance
Robert is the president of Beacon Capital, dedicating about a quarter of his time to this role. He also holds a variable insurance license.
Employment History
Current Registrations
Bcd Advisors
January 2014 - Present · 12 yrs
Previous Registrations
Investments for You, INC.Broker
January 2013 - April 2016 · 3 yrs 3 mos
Pioneer Funds Distributor, INC.Broker
June 2005 - August 2005 · 2 mos
Fortune Financial Services, INC.Broker
June 2004 - June 2011 · 7 yrs
Lincoln Financial Distributors, INC.Broker
November 2003 - May 2004 · 6 mos
Lincoln Financial Advisors CorporationBroker
November 2001 - November 2003 · 2 yrs
The Lincoln National Life Insurance CompanyBroker
November 2001 - November 2003 · 2 yrs
Transamerica Capital, INC.Broker
December 2000 - June 2001 · 6 mos
Intersecurities, INC. Broker
January 2000 - December 2000 · 11 mos
Pioneer Funds Distributor, INC.Broker
November 1992 - February 2000 · 7 yrs 3 mos
Providentmutual Financial Services, INC.Broker
May 1990 - August 1992 · 2 yrs 3 mos
State Registrations2 states
CAOH
Advisor
Exams
No exam information available for this advisor.