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Hillary Ann Sunderland

BEACON WEALTH CONSULTANTS, INC.·ROANOKE, Virginia
Unclaimed Profile
302 WASHINGTON AVE. SW, ROANOKE, VA 24016-4312CRD# 5224268Firm CRD# 154939
01

About

Hillary Ann Sunderland is a registered financial advisor based in ROANOKE, Virginia, affiliated with BEACON WEALTH CONSULTANTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BEACON WEALTH CONSULTANTS, INC.
BEACON WEALTH CONSULTANTS, INC.
AUM
$204M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at BEACON WEALTH CONSULTANTS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5224268
Firm CRD# 154939
No disclosures on file
View on FINRA BrokerCheck →

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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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Other advisors in ROANOKE
Elizabeth N Harrison — HARRISON & COMPANY WEALTH MANAGEMENT, LLCBenjamin Joseph Peress — DIXON, HUBARD, FEINOUR & BROWN, INC.Mauree Lynette Barrett — DIXON, HUBARD, FEINOUR & BROWN, INC.Richard Stephen Laymon — BEACON WEALTH CONSULTANTS, INC.Bruce Hubbard Harrison — HARRISON & COMPANY WEALTH MANAGEMENT, LLC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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