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Assistant Secretary · Beacon Financial Group

Lori A. Markham

CRD 7098304 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Beacon Financial Group, an SEC-registered wealth manager based in Dallas, TX with $1.3 billion in regulatory assets, lists Lori A. Markham on its Form ADV as Assistant Secretary. The SEC filings also name Lori at 1 other registered adviser.

Firms and roles

  • Beacon Financial GroupAssistant SecretaryWealth manager · Dallas, TX · $1.3B in regulatory assets
  • Hedeker Wealth LLCAssistant SecretaryWealth manager · Lincolnshire, IL · $595M in regulatory assets

AtlasMembers

Lori’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

  • Stephen A. EngroPresident/ Treasurer/ Chief Compliance Officer/ Secretary, Beacon Financial Group
  • Robert B. NorwoodExecutive Vice President of Kestra Financial, Inc, Beacon Financial Group
  • Yin YinController at Kestra Financial, Inc, Beacon Financial Group
  • Brandon K. SherbertChief Operating Officer, Beacon Financial Group
  • Dean R. HedekerFounder, Managing Director, and CCO, Hedeker Wealth LLC

1 more person named with Lori on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lori’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.