BEACON WEALTHCARE LLC of RALEIGH, NC is an SEC-registered investment adviser (CRD 312556). Regulatory assets under management: $308.3M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Ryan Thomas Smith | MEMBER, OWNER | Elmsford, NY |
| Jared B Korver | MEMBER, OWNER | — |
| Geoffrey Allan Hall | MEMBER, OWNER | — |
| Patricia Ann Hall | CHIEF COMPLIANCE OFFICER | — |
| SMITH ALLEN THOMAS | MEMBER, OWNER | — |
| HALL JUDITH ANN | CHIEF COMPLIANCE OFFICER | — |
| HALL MARK ALLAN | MEMBER, OWNER | — |
| KORVER JARED B | MEMBER, OWNER | — |