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Chad M Lackey

Beacon Financial Advisers, Inc.

Conyers, GA

CRD 4869524

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Employer firm

Beacon Financial Advisers, Inc. CRD 125085

$109M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Beacon Financial Advisers, Inc.

1429 Business Center Drive, Conyers, GA 30094 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2013-06-24
GA RA APPROVED 2011-01-04
  • SC RA
    APPROVED
    Since 2013-06-24
  • GA RA
    APPROVED
    Since 2011-01-04

Branch Locations

1429 Business Center Drive, Conyers, GA 30094 • 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 Advisers Conyers GA 05/2010 Present
  • 05/2010 → Present
    Beacon Financial Advisers
    Conyers, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-12-28
S63 Uniform Securities Agent State Law Examination 2005-03-18
  • S65 Uniform Investment Adviser Law Examination
    2010-12-28
  • S63 Uniform Securities Agent State Law Examination
    2005-03-18

View on SEC IAPD

Nearby Firms

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Nearby Investors

Elizabeth Kemp Holcombe
Jason Witcher
Andres Rubio

Nearby Offices

EDWARD JONES · Conyers, GA
EDWARD JONES · CONYERS, GA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CONYERS, GA

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