Nathan R. Hymiller
BEACON FINANCIAL STRATEGIES
Raleigh, NC 27615
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CRD#: 2392438
Professional summary
Nathan Ross Hymiller III, AIF®, CFP®, who also goes by Chip Hymiller, III Nathan Ross Hymiller, is a registered financial advisor currently at BEACON FINANCIAL STRATEGIES CORP. located in Raleigh, North Carolina.
Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Nathan has worked at 2 firms and has passed the Series 65 exam.
Biography
Chip is a principal of Beacon Financial Strategies and serves as the firm’s investment portfolio manager. He grew up in Franklinton, North Carolina, and received his business management degree from North Carolina State University. Chip also has a Masters in Business Administration from East Carolina University. In addition, Chip is a CERTIFIED FINANCIAL PLANNER™ practitioner.
Chip works closely with clients in the areas of asset allocation and risk management strategies. As the firm’s investment portfolio manager, he is responsible for managing client investment portfolios.
Chip has spent his entire career in the financial services industry, including almost 25 years working with clients in a fee-only capacity. He is a member of a number of professional and community organizations and enjoys spending his free time fly fishing, spending time with his family and attending N.C. State athletic events.
Question & Answer
What are your service offerings?
Insurance Planning
Retirement Planning
Estate Planning
Investment Planning
Comprehensive Financial Planni...
Tax Planning
Do you have an area of expertise or specialization?
Corporate Executives
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Planning & Distribu...
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Chip Hymiller | Iii Nathan Ross Hymiller
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Ross Hymiller III's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2001
Experience
Current
January 28, 2005 - Present
BEACON FINANCIAL STRATEGIES CORP.
Office #1: 7100 Six Forks Road Suite 135, Raleigh, NC 27615Office #2: 8401 Clarks Branch Drive, Raleigh, NC 27613RIA
CRD#: 132987
Raleigh, NC
Past
June 10, 2002 - December 3, 2004
TOWNSEND ASSET MANAGEMENT CORP.
RIA
CRD#: 108216
RALEIGH, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BEACON FINANCIAL STRATEGIES CORP.
BEACON FINANCIAL STRATEGIES CORP.
CRD#: 132987 / SEC#: 801-110734
RIA
Registered Investment Advisory firm - (7/6/2017 Approved)North Carolina
Registered Investment Advisory firm - (7/20/2017 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
North Carolina(1/28/2005)
IAR
Texas(7/6/2017)
Current Firm
BEACON FINANCIAL STRATEGIES CORP.
BEACON FINANCIAL STRATEGIES CORP.
CRD#: 132987 / SEC#: 801-110734
RIA
Registered Investment Advisory firm - (7/6/2017 Approved)North Carolina
Registered Investment Advisory firm - (7/20/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7100 Six Forks Road Suite 135, Raleigh, NC 27615
Mailing Address
Phone number
(919) 803-3801
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 549 |
| AUM (Assets Under Management) | $ 277,086,010 |
Red Flags
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Company Information
BEACON FINANCIAL STRATEGIES CORP.
CRD#: 132987Raleigh, NC 27615TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
