AdvisorOS Directory
Claim Profile
Unclaimed Profile
CM

Chris Charles Morgan

BEACON WEALTH ADVISORS, LLC·MCHENRY, Illinois
SIE, Series 7, Series 24, Series 63, Series 6522 years registeredBEACON 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 · 22 years registered
Brand Profile
Not yet started
01

Career History

HARBOUR INVESTMENTS, INC.
Dec 2023 – present
BEACON WEALTH ADVISORS, LLC
Nov 2014 – Dec 2023
MCHENRY, IL
LPL FINANCIAL LLC
Aug 2004 – Oct 2014
MCHENRY, IL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · August 11, 2004
Years registered · 22
03

Disclosure History

2006Customer Dispute·Closed-No Action
1999Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
BEACON WEALTH ADVISORS, LLC
CRD 171748 · SEC 801-121468
AUM
$144M
Regulatory assets under management
Employees
4
1,043 client accounts
Services offered by BEACON WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BEACON WEALTH ADVISORS, LLC →
Introduction

Speak with Chris

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Chris is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MCHENRY?

Browse all registered financial advisors in MCHENRY, Illinois or claim this profile if it's yours.

Browse MCHENRY AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at BEACON WEALTH ADVISORS, LLC

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

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
CHICAGO (1395)NAPERVILLE (72)DOWNERS GROVE (62)OAK BROOK (56)NORTHBROOK (52)WHEATON (44)DEERFIELD (42)ROCKFORD (36)EVANSTON (34)SPRINGFIELD (34)
City Guides
CHICAGO GuideNAPERVILLE GuideDOWNERS GROVE GuideOAK BROOK GuideNORTHBROOK Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Request removal of this profile