George
Macdonald
Beacon Harbor Wealth Advisors
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About this Advisor
George Macdonald is a financial advisor operating out of Virginia Beach, Virginia who has 4 years of relevant experience. Macdonald is an advisor for Beacon Harbor Wealth Advisors. Throughout their career, they have worked at Northwestern National Life Insurance Co, National Life Of Vermont Ins, Pioneer Life Inc, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Beacon Harbor Wealth Advisors. Macdonald holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Texas and Virginia. Beacon Harbor Wealth Advisors is a registered investment company that has its headquarters in Virginia Beach, VA. It has $445 million in assets among its 1,339 client accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 1,339 customer accounts, 24% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors largely are based on the services. However, fee types charged by Beacon Harbor Wealth Advisors can be comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Beacon Harbor Wealth Advisors Brokerage Details
$444,690,110
7
1,339
$332,106
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
George Macdonald Work History
George has been registered as a financial advisor for 4 years.*
Beacon Harbor Wealth Advisors
Wells Fargo Clearing Services, LLC
Pioneer Life Inc
National Life Of Vermont Ins
Northwestern National Life Insurance Co
Wells Fargo Advisors LLC
*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 George Macdonald 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 Harbor Wealth Advisors
Virginia Beach, VA
Virginia Beach, VA
Virginia Beach, VA
Virginia Beach, VA
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