Tamie Paige Frets

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 11/2017
  Bank Of America
  Mount Pleasant, SC
• 01/2018 → 07/2022
  Wells Fargo
  Mount Pleasant, SC
• 09/2022 → 06/2025
  Pnc Bank
  Mount Pleasant, SC
• 06/2025 → Present
  Beacon Wealth Consultants
  Roanoke, VA

Other Businesses

RED LOBSTER, NOT INVESTMENT RELATED, 75 PEPPERS FERRY RD CHRISTIANSBURG, VA 24073, NATURE OF BUSINESS IS RESTAURANT, POSITION- SERVER, START DATE- FEBRUARY 206, I WORK 20-30 HOURS PER MONTH, I DONT DEVOTE ANY OF MY TIME TO WORKING AT RED LOBSTER DURING SECURITIES/TRADING HOURS, DUTIES- SERVING RESTAURANT PATRONS FOOD.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-26
• S63 Uniform Securities Agent State Law Examination
  2011-06-02

Other Names

• Tamie Paige Boegner
• Tamie Paige George