Mark Diamond
Founder at Beacon Retirement Planning Services, Inc.
Profile
Mr. Mark Diamond is a Senior Vice President at Beacon Retirement Planning Services, Inc. He Co-founded Beacon Financial Group in 1995.
He takes an individually tailored approach to each client, based on what the client wants to achieve.
His attention is sharply focused on our clients’ objectives and risk tolerance.
He aims to make investing convenient, informed, and, above all, personal.
Mark is a Registered Representative through Kestra Investment Services, LLC and an Investment Advisor Representative with both Kestra Advisory Services, LLC and Beacon Financial Group.
His career began in 1979 with Prudential Securities.
Mark Diamond active positions
| Companies | Position | Start |
|---|---|---|
Beacon Retirement Planning Services, Inc.
 Beacon Retirement Planning Services, Inc. Investment ManagersFinance Beacon Retirement Planning Services, Inc. (Beacon) is a registered investment advisor headquartered in Dallas, Texas. The firm was founded in 1995 and do-business-as Beacon Financial Group. They are a subsidiary of Kestra Financial LLC, ultimately held by Kestra Financial Holdings LP. Beacon provides investment advisory services to individuals, trusts, estates, foundations and endowments, as well as corporations or other business organizations. | Founder | 1994-12-31 |
Former positions of Mark Diamond
| Companies | Position | End |
|---|---|---|
| Prudential Securities | Corporate Officer/Principal | 1999-12-30 |
Training of Mark Diamond
| New York Institute of Technology | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Beacon Retirement Planning Services, Inc.
Beacon Retirement Planning Services, Inc. Investment ManagersFinance Beacon Retirement Planning Services, Inc. (Beacon) is a registered investment advisor headquartered in Dallas, Texas. The firm was founded in 1995 and do-business-as Beacon Financial Group. They are a subsidiary of Kestra Financial LLC, ultimately held by Kestra Financial Holdings LP. Beacon provides investment advisory services to individuals, trusts, estates, foundations and endowments, as well as corporations or other business organizations. | Finance |
| Prudential Securities | Finance |
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