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George Gardes MacDonald

Beacon Harbor Wealth Advisors

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About George Gardes MacDonald

George Gardes MacDonald is a financial advisor with over 30 years of experience in the industry. George is a registered investment advisor in Texas and Virginia. George currently works at Beacon Harbor Wealth Advisors, located in Virginia Beach, Virginia. George's firm is a wealth management firm that provides services to individuals, families, and businesses. George and Beacon Harbor Wealth Advisors work with a range of clients, including high-net-worth individuals, corporations, and charitable organizations. Their services include financial planning, portfolio management, and pension consulting.

Firm Information

George MacDonald is currently registered with Beacon Harbor Wealth Advisors. Beacon Harbor Wealth Advisors is a Virginia Beach, VA-based registered investment advisor with approximately $625.6 million in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, corporations, charitable organizations, and high-net-worth individuals. They also participate in wrap fee programs.
Beacon Harbor Wealth Advisors

440 VIKING DRIVE, SUITE 200

VIRGINIA BEACH, VA 23452

$625.59M

Assets Under Management

15

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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George MacDonald’s Registration & Firm History

VA

05/21/2019 - Present

Beacon Harbor Wealth Advisors (VIRGINIA BEACH VA)

VA

09/12/2007 - 05/21/2019

WELLS FARGO CLEARING SERVICES, LLC (VIRGINIA BEACH VA)

VA

11/17/1997 - 09/13/2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIRGINIA BEACH VA)

GA

06/20/1996 - 08/18/1997

ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)

VA

01/04/1995 - 01/03/1996

INVESTORS SECURITY COMPANY, INC. (SUFFOLK VA)

CT

08/23/1990 - 12/31/1993

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

NA

06/26/1987 - 10/20/1988

SCOTT & STRINGFELLOW, INC.

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Licenses & Designations

IA

Issued 02/10/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/30/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for George Gardes MacDonald.
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