Best Investors Account Sign in
Inactive

Colin Philip Craig

Beacon Wealth Consultants, Inc.

Roanoke, VA

Beaver Falls, PA

CRD 7594458

Claim This Profile
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
PA RA APPROVED 2022-08-12
  • PA RA
    APPROVED
    Since 2022-08-12

Branch Locations

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

Beaver Falls, PA • 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 Roanoke VA 06/2022 Present
Geneva College Beaver Falls PA 06/2016 06/2022
Geneva College Beaver Falls PA 07/2012 Present
  • 06/2022 → Present
    Beacon Wealth Consultants
    Roanoke, VA
  • 06/2016 → 06/2022
    Geneva College
    Beaver Falls, PA
  • 07/2012 → Present
    Geneva College
    Beaver Falls, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-12
  • S65 Uniform Investment Adviser Law Examination
    2022-08-12

View on SEC IAPD

Nearby Firms

COMMONWEALTH FINANCIAL NETWORK
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC

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

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor