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Erin Price Campbell

Beacon Financial Strategies Corp.

Raleigh, NC

CRD 4257764

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Employer firm

Beacon Financial Strategies Corp. CRD 132987

$309M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Beacon Financial Strategies Corp.

7100 Six Forks Road Suite 135, Raleigh, NC 27615 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2005-01-28
  • NC RA
    APPROVED
    Since 2005-01-28

Branch Locations

7100 Six Forks Road Suite 135, Raleigh, NC 27615 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Beacon Financial Strategies Corp. Cary NC 12/2004 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-09-14
S63 Uniform Securities Agent State Law Examination 2001-01-22
  • S65 Uniform Investment Adviser Law Examination
    2004-09-14
  • S63 Uniform Securities Agent State Law Examination
    2001-01-22
Designations
  • Certified Financial Planner
Other Names
  • Erin Elizabeth Price

View on SEC IAPD

Nearby Firms

TOWNSEND ASSET MANAGEMENT CORP.
FORTRESS PRIVATE LEDGER, LLC
OLDE RALEIGH FINANCIAL GROUP

Nearby Investors

ARNE W MORRIS
JAMES MICHAEL TARKENTON
CALEB ROBERT GRIFFITH

Nearby Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC

More in Raleigh, NC

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