Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Philip Craig is a Registered Investment Advisor (RIA) with Beacon Wealth Consultants, Inc. Colin has been working in the financial industry since 2012. He is licensed in Pennsylvania and is currently registered with the Securities and Exchange Commission. Colin has a Series 65 license and works with a variety of clients, including individuals, families, businesses, trusts, and foundations. He specializes in financial planning, retirement planning, investment management, and wealth management. Colin also provides estate administration and legacy coaching services. Beacon Wealth Consultants, Inc. is a firm headquartered in Roanoke, Virginia and is a registered investment advisor (RIA) under the Investment Advisers Act of 1940. The firm provides a variety of financial planning and investment management services to individuals, families, businesses, trusts, and foundations. They offer services in a range of areas, including retirement planning, investment management, estate planning, and tax planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Estate administration, legacy coaching
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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PA
08/12/2022 - Present
Beacon Wealth Consultants, Inc. (Beaver Falls PA)
IA
Issued 08/12/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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