Invested Better
Unclaimed

Unclaimed

Unclaimed

Roy Aldon Runyon

Beacon Harbor Wealth Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Roy? Claim Your Profile

About Roy Aldon Runyon

Roy Aldon Runyon is an investment advisor representative with Beacon Harbor Wealth Advisors. Roy is registered with the state of Virginia and has been in the industry since 2004. Roy has experience working with individuals, businesses, and charitable organizations. Roy specializes in providing financial planning, pension consulting, and portfolio management services. Roy's firm has a total of 1,599 accounts under management, with approximately $625,592,439 in assets under management.

Firm Information

Roy Runyon 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Roy Runyon’s Registration & Firm History

VA

01/21/2020 - Present

Beacon Harbor Wealth Advisors (VIRGINIA BEACH VA)

Not sure if Roy Aldon Runyon is right for you?

Licenses & Designations

IA

Issued 01/10/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Roy Aldon Runyon.
Not sure if Roy Aldon Runyon is right for you?