Beacon Financial Strategies Corp.

Beacon Financial Strategies Corp. (CRD# 132987) is a financial advisory firm headquartered in Raleigh, NC. They manage $256,084,046 in 530 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
7100 Six Forks Road, Suite 135, Raleigh, NC 27615
https://www.linkedin.com/company/beacon-financial-strategies/
By the Numbers
  • Total Assets Under Management
    256
    MILLION
  • Total Number of Accounts
    530
    ACCOUNTS
  • Average Account Value
    $483,177
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
The map below shows states where this firm has explicit registration only.

NC, TX

Financial Advisors at Beacon Financial Strategies Corp.
Showing 1 - 3 of 3 top financial advisors.
1
Erin Campbell, financial advisor Raleigh NC
Erin P. Campbell
CRD#: 4257764
7100 Six Forks Road, Suite 135, Raleigh, NC 27615

Erin Campbell (CRD# 4257764) is an Investment Advisor Representative working at Beacon Financial Strategies Corp. in Raleigh, NC and has over 23 years of experience in the finance industry.

2
Nathan Hymiller, financial advisor Raleigh NC
Nathan R. Hymiller
CRD#: 2392438
8401 Clarks Branch Drive, Raleigh, NC 27613

Nathan Hymiller (CRD# 2392438) is an Investment Advisor Representative working at Beacon Financial Strategies Corp. in Raleigh, NC and has over 26 years of experience in the finance industry.

3
Stephanie Murray, financial advisor Raleigh NC
Stephanie C. Murray
CRD#: 5868363
7100 Six Forks Road, Suite 135, Raleigh, NC 27615

Stephanie Murray (CRD# 5868363) is an Investment Advisor Representative working at Beacon Financial Strategies Corp. in Raleigh, NC and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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