Unclaimed Profile

Wade Landon Johnson

BEACON WEALTH CONSULTANTS, INC.·ROANOKE, Virginia

Series 7, Series 24, Series 53, Series 65, Series 66Clean record14 years registeredBEACON WEALTH CONSULTANTS, INC.

324 WASHINGTON AVE. SW, ROANOKE, VA 24016-4346CRD# 5557513Firm CRD# 154939

Profile Verification

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

Identity

Wade Landon Johnson · ROANOKE, VA

Registration

CRD #5557513 · BEACON WEALTH CONSULTANTS, INC. · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BEACON WEALTH CONSULTANTS, INC.

BEACON WEALTH CONSULTANTS, INC.

May 2012 – Sep 2017

ROANOKE, VA

NEXT FINANCIAL GROUP, INC.

May 2012 – Jun 2012

ROANOKE, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 53

Series 65

Series 66

Registration record

First registered · May 23, 2012

Years registered · 14

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 Wade Landon Johnson offer?

Wade Landon Johnson specializes in Financial Planning, Investment Management, Wealth Management.

What are Wade Landon Johnson's credentials?

Wade Landon Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wade Landon Johnson located?

Wade Landon Johnson is based in ROANOKE, Virginia, last registered with BEACON WEALTH CONSULTANTS, INC..

How does Wade Landon Johnson charge for services?

Wade Landon Johnson'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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