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Conner Griffin Compton

Beacon Wealth Consultants, Inc.

Roanoke, VA

CRD 8036564

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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
VA RA APPROVED 2025-01-29
  • VA RA
    APPROVED
    Since 2025-01-29

Branch Locations

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
Draper Golf Course Draper VA 06/2017 06/2020
Pulaski County Emergency Management Pulaski VA 01/2018 01/2023
Unemployed/Student Roanoke VA 01/2015 06/2017
Virginia Tech Roanoke VA 01/2023 12/2024
Beacon Wealth Consultants Roanoke VA 01/2025 Present
  • 06/2017 → 06/2020
    Draper Golf Course
    Draper, VA
  • 01/2018 → 01/2023
    Pulaski County Emergency Management
    Pulaski, VA
  • 01/2015 → 06/2017
    Unemployed/Student
    Roanoke, VA
  • 01/2023 → 12/2024
    Virginia Tech
    Roanoke, VA
  • 01/2025 → Present
    Beacon Wealth Consultants
    Roanoke, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-21
  • S65 Uniform Investment Adviser Law Examination
    2025-01-21
Other Names
  • Conner Compton

View on SEC IAPD

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