Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
42yrs
Marcel Hebert is a financial advisor in Houston, Texas, with 42 years in the industry. Marcel joined Beacon Financial Advisors in 2002, a firm offering financial planning and investment management. Marcel’s designations include CFA and CFP®.
At a glance
Experience42 years (since 1984)
How that compares ?Top 2% by experience in Texas
Office1800 St. James Place Suite 101, Houston, TX 77056
How the firm is paid ?Percent of assets
Typical client at the firm ?$3.45 million
Advisors at the firm2
States licensed ?1 state
Services through Beacon Financial Advisors
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFACFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2002 – nowBeacon Financial Advisors LTDCurrent firm
Contact Marcel
(713) 622-9981Beacon Financial Advisors main office 1800 St. James Place Suite 101Houston, TX 77056Office · Get directions
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Questions to ask Marcel
Tailored to Marcel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Marcel
How do I contact Marcel?
Call Beacon Financial Advisors at (713) 622-9981 and ask for Marcel Hebert. Marcel works from the Houston, TX office.
How long has Marcel been a financial advisor?
Marcel has been in the industry since 1984, about 42 years. Top 2% by experience in Texas.
What licenses does Marcel hold?
Series 63. Tap any license on this page to see what it allows.
Is Marcel a fiduciary?
Marcel is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Marcel paid?
Beacon Financial Advisors reports being paid by a percentage of the assets they manage. Ask Marcel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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