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Geoffrey Allan Hall II

Geoffrey A. Hall

BEACON WEALTHCARE
Raleigh, NC 27608
Some features on this profile are disabled
CRD#: 2705496
Geoffrey Allan Hall II

Professional summary

Geoffrey Allan Hall II, CFP® is a registered financial advisor currently at BEACON WEALTHCARE LLC located in Raleigh, North Carolina.

Geoffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Geoffrey has worked at 5 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Geoffrey Allan Hall II's CRS (Customer Relationship Summary).
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®

Certified Financial Planner

Start date: 2004

Experience

Current

February 18, 2021 - Present

BEACON WEALTHCARE LLC

Office #1: 1633 Glenwood Ave, Raleigh, NC 27608
RIA
CRD#: 312556
Raleigh, NC
Past

March 26, 2012 - February 17, 2021

BEACON WEALTHCARE, INC.

RIA
CRD#: 108103
RALEIGH, NC
Past

June 7, 2010 - March 22, 2012

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
RALEIGH, NC
Past

June 7, 2010 - March 22, 2012

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
RALEIGH, NC
Past

October 3, 2002 - May 26, 2010

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
DURHAM, NC
Past

October 3, 1997 - May 26, 2010

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
DURHAM, NC
Past

February 13, 1996 - December 31, 2001

THE VARIABLE ANNUITY MARKETING COMPANY

BD
CRD#: 5081
HOUSTON, TX

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".
BW
BEACON WEALTHCARE LLC
BEACON WEALTHCARE LLC

CRD#: 312556 / SEC#: 801-120334

RIA
Registered Investment Advisory firm - (2/16/2021 Approved)

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
(2/18/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/3/2002
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 2/12/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 10/19/2000
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/12/1996
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BW
BEACON WEALTHCARE LLC
BEACON WEALTHCARE LLC

CRD#: 312556 / SEC#: 801-120334

RIA
Registered Investment Advisory firm - (2/16/2021 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1633 Glenwood Ave, Raleigh, NC 27608
Mailing Address
Phone number
(919) 821-5225
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV BROCHURE (1/20/2026)

Regulatory assets under management

Total Number of Accounts908
AUM (Assets Under Management)$ 308,321,846

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BEACON WEALTHCARE LLC

CRD#: 312556Raleigh, NC 27608

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