Unclaimed Profile

Hillary Ann Sunderland

BEACON WEALTH CONSULTANTS, INC.·ROANOKE, Virginia

SIE, Series 7, Series 63, Series 65Clean record19 years registeredBEACON WEALTH CONSULTANTS, INC.

302 WASHINGTON AVE. SW, ROANOKE, VA 24016-4312CRD# 5224268Firm CRD# 154939

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Hillary Ann Sunderland · ROANOKE, VA

Registration

CRD #5224268 · BEACON WEALTH CONSULTANTS, INC. · 19 years registered

Brand Profile

Not yet started

Career History

BEACON WEALTH CONSULTANTS, INC.

Sep 2017 – present

VICUS CAPITAL, INC.

Nov 2010 – May 2016

STATE COLLEGE, PA

ARIS WEALTH SERVICES INC

Feb 2007 – Feb 2010

STATE COLLEGE, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · February 9, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEACON WEALTH CONSULTANTS, INC.

CRD 154939 · SEC 801-118970

AUM

$204M

Regulatory assets under management

Employees

1,039 client accounts

Services offered by BEACON WEALTH CONSULTANTS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BEACON WEALTH CONSULTANTS, INC. →

Introduction

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Frequently Asked Questions

What services does Hillary Ann Sunderland offer?

Hillary Ann Sunderland specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROANOKE, Virginia for a consultation.

What are Hillary Ann Sunderland's credentials?

Hillary Ann Sunderland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Hillary Ann Sunderland located?

Hillary Ann Sunderland is based in ROANOKE, Virginia, working with BEACON WEALTH CONSULTANTS, INC.. Their office serves clients in the ROANOKE metropolitan area and surrounding communities.

How does Hillary Ann Sunderland charge for services?

Hillary Ann Sunderland'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 CONSULTANTS, INC.?

BEACON WEALTH CONSULTANTS, INC. has approximately 15 employees and manages $204M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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