Beacon Harbor Wealth Advisors

Beacon Harbor Wealth Advisors (CRD# 300243) is a financial advisory firm headquartered in Virginia Beach, VA. They manage $522,251,377 in 1,404 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
440 Viking Drive, Suite 200, Virginia Beach, VA 23452
https://beaconharborwealth.com/
By the Numbers
  • Total Assets Under Management
    522
    MILLION
  • Total Number of Accounts
    1,404
    ACCOUNTS
  • Average Account Value
    $371,974
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, LA, NC, SC, TX, VA

Financial Advisors at Beacon Harbor Wealth Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Jeremy Ingram, financial advisor Virginia Beach VA
Jeremy W. Ingram
CRD#: 4281667
440 Viking Drive, Suite 200, Virginia Beach, VA 23452

Jeremy Ingram (CRD# 4281667) is an Investment Advisor Representative working at Beacon Harbor Wealth Advisors in Virginia Beach, VA and has over 23 years of experience in the finance industry.

2
George Macdonald, financial advisor Virginia Beach VA
George G. Macdonald
CRD#: 1676680
440 Viking Drive, Suite 200, Virginia Beach, VA 23452

George Macdonald (CRD# 1676680) is an Investment Advisor Representative working at Beacon Harbor Wealth Advisors in Virginia Beach, VA and has over 36 years of experience in the finance industry.

3
Maury Stone, financial advisor Virginia Beach VA
Maury A. Stone
CRD#: 6325445
440 Viking Drive, Suite 200, Virginia Beach, VA 23452

Maury Stone (CRD# 6325445) is an Investment Advisor Representative working at Beacon Harbor Wealth Advisors in Virginia Beach, VA and has over 9 years of experience in the finance industry.

4
Roy Runyon, financial advisor Virginia Beach VA
Roy A. Runyon
CRD#: 7220243
440 Viking Drive, Suite 200, Virginia Beach, VA 23452

Roy Runyon (CRD# 7220243) is an Investment Advisor Representative working at Beacon Harbor Wealth Advisors in Virginia Beach, VA and has over 4 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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