Geoffrey A. Hall

BEACON WEALTHCARE LLC

Raleigh, NC 27608

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CRD#: 2705496

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.

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.

CRD#: 42803

DURHAM, NC

Past

February 13, 1996 - December 31, 2001

THE VARIABLE ANNUITY MARKETING COMPANY

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".

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/3/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/12/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/19/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/12/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BEACON WEALTHCARE LLC

CRD#: 312556 / SEC#: 801-120334

RIA

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

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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

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV BROCHURE (1/17/2025)

Regulatory assets under management

Total Number of Accounts	879
AUM (Assets Under Management)	$ 262,842,571

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.

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Advisor Monitoring

Firm Stability Insights

Geoffrey A. Hall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

BEACON WEALTHCARE, INC.

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

THE VARIABLE ANNUITY MARKETING COMPANY

Primary Firm SEC Registration

BEACON WEALTHCARE LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/3/2002

Series 63

Date: 2/12/1996

Series 7

Date: 10/19/2000

Series 6

Date: 2/12/1996

Current Firm

BEACON WEALTHCARE LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BEACON WEALTHCARE LLC

TRUST BUT VERIFY

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