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George Gardes Macdonald

Beacon Harbor Wealth Advisors

Virginia Beach, VA

CRD 1676680

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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 2019-05-21
TX RA APPROVED_RES 2019-05-16
  • VA RA
    APPROVED
    Since 2019-05-21
  • TX RA
    APPROVED_RES
    Since 2019-05-16

Branch Locations

440 Viking Drive, Suite 200, Virginia Beach, VA 23452 • 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
Wells Fargo Advisors Llc Virginia Beach VA 05/2009 11/2016
Wells Fargo Clearing Services, Llc Virginia Beach VA 11/2016 05/2019
Beacon Harbor Wealth Advisors Virginia Beach VA 02/2019 Present
Previous Registrations
Other Businesses

GUARDIAN PARTNERS LLC; Not INV. RELATED; VIRGINIA BEACH, VA; CO-OWNER; START DATE 8/1/2018; 5 HRS PER MONTH; 0 HRS DURING TRADING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-02-10
S63 Uniform Securities Agent State Law Examination 1987-06-30
  • S65 Uniform Investment Adviser Law Examination
    1998-02-10
  • S63 Uniform Securities Agent State Law Examination
    1987-06-30

View on SEC IAPD

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Nearby Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Virginia Beach, VA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Virginia Beach, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VIRGINIA BEACH, VA

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