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Connor Alexander Parker

Beacon Harbor Wealth Advisors

Virginia Beach, VA

CRD 6715822

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Employer firm

Beacon Harbor Wealth Advisors CRD 300243

$608M regulatory AUM 15 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Beacon Harbor Wealth Advisors

440 Viking Drive, Suite 200, Virginia Beach, VA 23452 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-09-24
  • VA RA
    APPROVED
    Since 2024-09-24

Branch Locations

440 Viking Drive, Suite 200, Virginia Beach, VA 23452 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ae Wealth Management, Llc Topeka KS 10/2016 03/2024
Kenneth Porter & Company Virginia Beach VA 01/2016 11/2019
Parker Financial Group Llc Virginia Beach VA 11/2019 09/2024
Parker Advisory, Llc Virginia Beach VA 05/2023 09/2024
Beacon Harbor Wealth Advisors Virginia Beach VA 09/2024 Present
Parker Insurance, Llc Virginia Beach VA 05/2023 09/2024
  • 10/2016 → 03/2024
    Topeka, KS
  • 01/2016 → 11/2019
    Kenneth Porter & Company
    Virginia Beach, VA
  • 11/2019 → 09/2024
    Parker Financial Group Llc
    Virginia Beach, VA
  • 05/2023 → 09/2024
    Parker Advisory, Llc
    Virginia Beach, VA
  • 09/2024 → Present
    Virginia Beach, VA
  • 05/2023 → 09/2024
    Parker Insurance, Llc
    Virginia Beach, VA
Previous Registrations
  • 2024-04-15 → 2024-09-24
    Parker Financial Group
    Virginia Beach, VA
  • 2017-02-09 → 2024-04-12
    Norfolk, VA
    Virginia Beach, VA
    Virginia Beach, VA
    Virginia Beach, VA
    Virginia Beach, VA
    Virginia Beach, VA
    Virginia Beach, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-24
  • S65 Uniform Investment Adviser Law Examination
    2016-08-24

View on SEC IAPD

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