Chris
Morgan
Beacon Wealth Advisors, LLC
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About this Advisor
Chris Morgan is a financial advisor working out of Mchenry, Illinois with a total of 9 years of relevant experience. Morgan is on the advisory team at Beacon Wealth Advisors, LLC. During their career, Morgan has held roles at Linsco/Private Ledger, Morgan Wealth Management, LLC, Gradient Securities, LLC, Beacon Advisors LLC Dba Beacon Tax Advisors, Beacon Insurance Advisors, LLC, Chris Morgan and Beacon Wealth Advisors, LLC. Morgan maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Illinois and Texas. Beacon Wealth Advisors, LLC is an advisory company headquartered in Mchenry, IL. It has $137 million in total assets between its 1,017 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 1,017 customer accounts, just 12% belong to high-net-worth clients who have at least $1 million in assets available to invest. Beacon Wealth Advisors, LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and publication of newsletters. Financial advisory fees usually are based on which service is offered. Fee types billed by Beacon Wealth Advisors, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Beacon Wealth Advisors, LLC Brokerage Details
$136,800,000
4
1,017
$134,513
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Chris Morgan Work History
Chris has been registered as a financial advisor for 9 years.*
Beacon Insurance Advisors, LLC
Beacon Wealth Advisors, LLC
Beacon Advisors LLC Dba Beacon Tax Advisors
Gradient Securities, LLC
Morgan Wealth Management, LLC
Chris Morgan
Morgan Wealth Management, LLC
Linsco/Private Ledger
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Chris Morgan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Beacon Wealth Advisors, LLC
Mchenry, IL
Mchenry, IL
Mchenry, IL
Mchenry, IL
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