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Hillary Ann Sunderland

Beacon Wealth Consultants, Inc.

Lemont, PA

Roanoke, VA

CRD 5224268

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Employer firm

Beacon Wealth Consultants, Inc. CRD 154939

$278M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • ESTATE ADMINISTRATION, LEGACY COACHING

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

Current Employers
Beacon Wealth Consultants, Inc.

302 Washington Ave. Sw, Roanoke, VA 24016-4312 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2017-09-01
  • PA RA
    APPROVED
    Since 2017-09-01

Branch Locations

Lemont, PA • United States

302 Washington Ave. Sw, Roanoke, VA 24016-4312 • 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
21:5 Financial Network Lemont PA 01/2016 08/2017
Beacon Wealth Consultants, Inc. Roanoke VA 09/2017 Present
Previous Registrations
  • 2010-11-01 → 2016-05-02
    Vicus Capital, Inc.
    State College, PA
    State College, PA
  • 2007-02-09 → 2010-02-25
    Aris Wealth Services Inc
    State College, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-02-25
S65 Uniform Investment Adviser Law Examination 2007-02-08
  • S63 Uniform Securities Agent State Law Examination
    2015-02-25
  • S65 Uniform Investment Adviser Law Examination
    2007-02-08
Designations
  • Chartered Financial Analyst
Other Names
  • Hillary Ann Beveridge

View on SEC IAPD

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