David
Black
Beacon Wealth Consultants, Inc
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About this Advisor
David Black is a financial advisor based in Roanoke, Virginia, working with Beacon Wealth Consultants, Inc. David has previously held positions at Beacon Wealth Consultants, Inc, Oregon Department Of Revenue, Retireready Solutions, and Ideas and Sim. David has passed the Series 65 regulatory exam and is registered to provide services in Oregon. Currently, David is part of Beacon Wealth Consultants, Inc, which operates out of Roanoke, Virginia. The firm has 2 offices and 15 employees. The firm manages assets totaling $203.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Beacon Wealth Consultants, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Beacon Wealth Consultants, Inc Brokerage Details
$203,842,051
15
1,039
$196,191
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
David Black Work History
Beacon Wealth Consultants, Inc
Oregon Department Of Revenue
Oregon Department Of Revenue
Retireready Solutions
Ideas
Sim
Disclosures
Please visit the SEC profile of David Black 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 Consultants, Inc
Roanoke, VA
Roanoke, VA
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Roanoke, VA
Lemont, PA
Roanoke, VA
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