Carl Carpenter is a registered investment advisor at Beacon Financial Partners, based in Huntington Beach, CA, with 22 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 26 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Beacon Financial Partners offers asset management services. The fees for asset management are based on a percentage of the value of your portfolio. Details on the specific percentage charged are not provided in this document.
Location
Huntington Beach, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Beacon Financial Partners
Previous Registrations
Beacon Financial Partners
State Registrations1 state
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