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BEACON HARBOR WEALTH ADVISORS, INC.
BEACON HARBOR WEALTH ADVISORS, INC.
BEACON HARBOR WEALTH ADVISORS
VIRGINIA BEACH, Virginia
·
3 registered advisors
·
CRD# 300243
SEC# 801-114773
0
757-644-4545
01
Firm Overview
AUM
$522M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at BEACON HARBOR WEALTH ADVISORS, INC.
3 registered advisors
George Gardes Macdonald
VIRGINIA BEACH, Virginia
CRD# 1676680
Jeremy Wayne Ingram
VIRGINIA BEACH, Virginia
CRD# 4281667
Roy Aldon Runyon
VIRGINIA BEACH, Virginia
CRD# 7220243
05
Office Locations
VIRGINIA BEACH, Virginia
3 advisors
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Data sourced from SEC Form ADV filings. BEACON HARBOR WEALTH ADVISORS, INC. (CRD# 300243) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.