Unclaimed Profile

Roy Aldon Runyon

BEACON HARBOR WEALTH ADVISORS, INC.·VIRGINIA BEACH, Virginia

Series 65Clean record6 years registeredBEACON HARBOR WEALTH ADVISORS, INC.

440 VIKING DRIVE, SUITE 200, VIRGINIA BEACH, VA 23452CRD# 7220243Firm CRD# 300243

Profile Verification

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

Identity

Roy Aldon Runyon · VIRGINIA BEACH, VA

Registration

CRD #7220243 · BEACON HARBOR WEALTH ADVISORS, INC. · 6 years registered

Brand Profile

Not yet started

Career History

RIVER CRESCENT ADVISORS, LLC

Apr 2025 – present

BEACON HARBOR WEALTH ADVISORS

Jan 2020 – Mar 2025

VIRGINIA BEACH, VA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 21, 2020

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEACON HARBOR WEALTH ADVISORS, INC.

CRD 300243 · SEC 801-114773

AUM

$522M

Regulatory assets under management

Employees

1,404 client accounts

Services offered by BEACON HARBOR WEALTH ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BEACON HARBOR WEALTH ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Roy Aldon Runyon offer?

Roy Aldon Runyon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VIRGINIA BEACH, Virginia for a consultation.

What are Roy Aldon Runyon's credentials?

Roy Aldon Runyon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Roy Aldon Runyon located?

Roy Aldon Runyon is based in VIRGINIA BEACH, Virginia, working with BEACON HARBOR WEALTH ADVISORS, INC.. Their office serves clients in the VIRGINIA BEACH metropolitan area and surrounding communities.

How does Roy Aldon Runyon charge for services?

Roy Aldon Runyon'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 HARBOR WEALTH ADVISORS, INC.?

BEACON HARBOR WEALTH ADVISORS, INC. has approximately 7 employees and manages $522M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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