Geoffrey
Hall
Beacon Wealthcare LLC
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About this Advisor
Geoffrey Hall is a certified financial planner who works in Raleigh, North Carolina who has 2 years of industry experience. Hall works at Beacon Wealthcare LLC. Throughout their career, Hall has worked at Beacon Wealthcare and Beacon Wealthcare LLC. Hall maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to advise clients in North Carolina. Beacon Wealthcare LLC is a financial advisory company that has its headquarters in Raleigh, NC. It has $200 million in assets among its 847 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 847 client accounts, just 8% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Beacon Wealthcare LLC provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically depend on the type of financial services provided. Fees billed by Beacon Wealthcare LLC most likely are comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Beacon Wealthcare LLC Brokerage Details
$199,471,311
6
847
$235,503
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Geoffrey Hall Work History
Geoffrey has been registered as a financial advisor for 2 years.*
Beacon Wealthcare LLC
Beacon Wealthcare
*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 Geoffrey Hall 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 Wealthcare LLC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
