Beacon Financial Strategies Corp.

Beacon Financial Strategies Corp. (CRD# 132987) is a financial advisory firm headquartered in Raleigh, NC. They manage $143,500,000 in 534 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    144
    MILLION
  • Total Number of Accounts
    534
    ACCOUNTS
  • Average Account Value
    $268,727
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, TX

Financial Advisors at Beacon Financial Strategies Corp.
Showing 1 - 4 of 4 top financial advisors.
1
Erin P. Campbell
CRD#: 4257764
7100 Six Forks Road, Suite 135, Raleigh, NC 27615
96
Wealthminder
score

Erin Campbell (CRD# 4257764) is an Investment Advisor Representative working at Beacon Financial Strategies Corp. in Raleigh, NC and has over 17 years of experience in the finance industry. Erin Campbell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William K. Dix
CRD#: 68771
7100 Six Forks Road, Suite 135, Raleigh, NC 27615
96
Wealthminder
score

William Dix (CRD# 68771) is an Investment Advisor Representative working at Beacon Financial Strategies Corp. in Raleigh, NC and has over 34 years of experience in the finance industry. William Dix has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Nathan R. Hymiller
CRD#: 2392438
8401 Clarks Branch Drive, Raleigh, NC 27613
96
Wealthminder
score

Nathan Hymiller (CRD# 2392438) is an Investment Advisor Representative working at Beacon Financial Strategies Corp. in Raleigh, NC and has over 20 years of experience in the finance industry. Nathan Hymiller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Stephanie C. Murray
CRD#: 5868363
7100 Six Forks Road, Suite 135, Raleigh, NC 27615
93
Wealthminder
score

Stephanie Murray (CRD# 5868363) is an Investment Advisor Representative working at Beacon Financial Strategies Corp. in Raleigh, NC and has over 6 years of experience in the finance industry.

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