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Jerry Lee McMillan

Beacon Wealth Consultants, Inc.

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About Jerry Lee McMillan

Jerry McMillan is a financial advisor who has been in the industry since 2000. Jerry is registered with Beacon Wealth Consultants, Inc. in Roanoke, Virginia. Jerry has experience working with individuals, high-net-worth individuals, businesses, charitable organizations, and pension and profit-sharing plans. Jerry offers financial planning, portfolio management, estate administration, legacy coaching, and pension consulting services.

Firm Information

Jerry McMillan is currently registered with Beacon Wealth Consultants, Inc.. Beacon Wealth Consultants, Inc. is a registered investment advisor headquartered in Roanoke, VA. The firm provides a range of services including financial planning, portfolio management, pension consulting, and estate administration. Beacon Wealth Consultants manages approximately $203.8 million in assets for a variety of clients, including individuals, high-net-worth individuals, charitable organizations, corporations, and pension plans.
Beacon Wealth Consultants, Inc.

302 WASHINGTON AVE. SW

ROANOKE, VA 24016-4312

$203.84M

Assets Under Management

4

Total Clients

13

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.

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estate administration, legacy coaching

Estate administration, legacy coaching

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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Jerry McMillan’s Registration & Firm History

VA

04/27/2017 - Present

Beacon Wealth Consultants, Inc. (ROANOKE VA)

VA

01/22/2007 - 03/13/2017

BB&T INVESTMENT SERVICES, INC. (ROANOKE VA)

VA

02/01/2000 - 02/13/2007

NATIONWIDE SECURITIES, INC. (ROANOKE VA)

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Licenses & Designations

IA

Issued 02/20/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/31/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/13/2017

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2007

Series 7 - General Securities Representative Examination

BC

Issued 01/31/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jerry Lee McMillan.
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