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Chris Charles Morgan

BEACON WEALTH ADVISORS, LLC·MCHENRY, Illinois
Clean recordBEACON WEALTH ADVISORS, LLC
5435 BULL VALLEY ROAD, MCHENRY, IL 60050CRD# 2265541Firm CRD# 171748

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Chris Charles Morgan · MCHENRY, IL
Registration
CRD #2265541 · BEACON WEALTH ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Chris Charles Morgan is a registered financial advisor based in MCHENRY, Illinois, affiliated with BEACON WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BEACON WEALTH ADVISORS, LLC
BEACON WEALTH ADVISORS, LLC
AUM
$144M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at BEACON WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2265541
Firm CRD# 171748
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Chris Charles Morgan offer?
Chris Charles Morgan specializes in Financial Planning, Investment Management. Contact their office in MCHENRY, Illinois for a consultation.
What are Chris Charles Morgan's credentials?
Chris Charles Morgan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chris Charles Morgan located?
Chris Charles Morgan is based in MCHENRY, Illinois, working with BEACON WEALTH ADVISORS, LLC. Their office serves clients in the MCHENRY metropolitan area and surrounding communities.
How does Chris Charles Morgan charge for services?
Chris Charles Morgan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BEACON WEALTH ADVISORS, LLC?
BEACON WEALTH ADVISORS, LLC has approximately 4 employees and manages $144M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BEACON WEALTH ADVISORS, LLC

Joshua M Pratt
MCHENRY, IL
Rachel Lynn Hook
MCHENRY, IL
Mark Wolter
MCHENRY, IL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
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City Guides
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Research
Advisor Fees in IllinoisNational Fee Analysis
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