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Beacon Wealth Advisors is a Registered Investment Advisor but does not maintain physical custody of client assets. The independent third-party role of the custodian is an important safeguard for our clients. We generally recommend TD Ameritrade to our clients for their custody services. However, when needed, we can use your existing custodian or establish arrangements with other custodians if you prefer. Beacon Wealth Advisors, LLC, is not affiliated with any custodian and is independently owned and operated. Please see our Form ADV located in the "About Us" section of this website for full details and disclosures.
One of the original online brokers, the 2005 Barron's Review of Online Brokers recently gave TD Ameritrade a four-star rating. TD Ameritrade is a large company, based in Nebraska, with 2005 revenues over $1 billion. The company is a result of the 2006 merger between Ameritrade and TD Waterhouse. It has over 6 million accounts and 147 branch offices across the country. It trades under the ticker symbol AMTD and has a market cap of over ten billion dollars.
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TD Ameritrade Institutional is not affiliated with any advisor(s) whose name(s) appear(s) on this Web site. TD Ameritrade Institutional is a division of TD Ameritrade, Inc. member NASD/SIPC. Beacon Wealth Advisors is independently owned and operated. TD Ameritrade neither endorses nor recommends any particular advisor or investment strategy. Beacon Wealth Advisors provides investment advisory services for your account. TD Ameritrade provides certain brokerage and custody services to Beacon Wealth Advisors. TD Ameritrade does not review the Beacon Wealth Advisors web site, and makes no representation regarding the content of the Web site. The information contained in the Beacon Wealth Advisors web site should not be considered to be either a recommendation by TD Ameritrade or a solicitation of any offer to purchase or sell any securities. TD Ameritrade Institutional is not responsible for advice, information or management provided by Beacon Wealth Advisors. For more information about TD Ameritrade Institutional, please go to http://www.amtd.com/about_us/index.cfm.
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