Cameron Michael Smith

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

• 06/2014 → 05/2024
  Reformed University Fellowship
  Lawrenceville, GA
• 06/2024 → 07/2024
  Unemployed
  State College, PA
• 01/2025 → Present
  Beacon Wealth Consultants
  Roanoke, VA
• 07/2024 → Present
  Oakwood Presbyterian Church
  State College, PA

Other Businesses

Oakwood Presbyterian Church; Not Investment Related; 1865 Waddle Road, State College, PA; I am a part time (2 days a week) Pastor at a local church; Started July 2024; 10;pastor

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-18

Other Names

• Cam Smith
• Cameron M Smith
• Cameron Michael Smith