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David Walker Black

Beacon Wealth Consultants, Inc.

Roanoke, VA

Salem, OR

CRD 7509312

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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
OR RA APPROVED 2022-02-18
  • OR RA
    APPROVED
    Since 2022-02-18

Branch Locations

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

Salem, OR • 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 Wealth Consultants, Inc. Salem OR 02/2022 Present
Oregon Department Of Revenue Salem OR 10/2020 02/2022
Oregon Department Of Revenue Salem OR 11/2018 10/2020
Retireready Solutions Dallas OR 02/2016 11/2018
  • 02/2022 → Present
    Beacon Wealth Consultants, Inc.
    Salem, OR
  • 10/2020 → 02/2022
    Oregon Department Of Revenue
    Salem, OR
  • 11/2018 → 10/2020
    Oregon Department Of Revenue
    Salem, OR
  • 02/2016 → 11/2018
    Retireready Solutions
    Dallas, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-10
  • S65 Uniform Investment Adviser Law Examination
    2021-12-10

View on SEC IAPD

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Nearby Investors

STEPHANIE S FRALIN
JOHN BARTON EDMUNDS
JOHN ROBERT BRADBERRY

Nearby Offices

COMMONWEALTH FINANCIAL NETWORK · Roanoke, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Roanoke, VA
CETERA INVESTMENT ADVISERS LLC · CAVE SPRING, VA

More in Roanoke, VA

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