JM
Jerry L. Mcmillan
BEACON WEALTH CONSULTANTS
Roanoke, VA 24016-4312
Some features on this profile are disabled
CRD#: 4122017
JM
Professional summary
Jerry Lee Mcmillan, AIF® is a registered financial advisor currently at BEACON WEALTH CONSULTANTS, INC. located in Roanoke, Virginia.
Jerry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jerry has worked at 3 firms and has passed the Series 65, Series 63, SIE, 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.
Independent contractor for life insurance, long term care insurance, and fixed annuity sales. Investment related; Roanoke, VA; 100% ownership. Expecting to start this business May of 2017. 1 hour per month may be devoted to this business during securities trading hours or at other times during the month.
CRS (Client Relationship Summary) - RIA
Click below to view Jerry Lee Mcmillan'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®
Experience
Current
April 27, 2017 - Present
BEACON WEALTH CONSULTANTS, INC.
Office #1: 302 Washington Ave. Sw, Roanoke, VA 24016-4312RIA
CRD#: 154939
Roanoke, VA
Past
February 21, 2007 - March 13, 2017
BB&T INVESTMENT SERVICES, INC.
RIA
CRD#: 33856
ROANOKE, VA
Past
January 22, 2007 - March 13, 2017
BB&T INVESTMENT SERVICES, INC.
BD
CRD#: 33856
ROANOKE, VA
Past
February 1, 2000 - February 13, 2007
NATIONWIDE SECURITIES, LLC
BD
CRD#: 11173
ROANOKE, VA
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 WEALTH CONSULTANTS, INC.
BEACON WEALTH CONSULTANTS, INC. | LIGHTPOINT PORTFOLIOS
CRD#: 154939 / SEC#: 801-118970
RIA
Registered Investment Advisory firm - (6/26/2020 Approved)Florida
Registered Investment Advisory firm - (6/26/2020 Terminated)Indiana
Registered Investment Advisory firm - (11/15/2018 Terminated)New Jersey
Registered Investment Advisory firm - (11/18/2020 Terminated)Ohio
Registered Investment Advisory firm - (11/21/2019 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/7/2020 Terminated)Tennessee
Registered Investment Advisory firm - (6/29/2020 Terminated)Texas
Registered Investment Advisory firm - (6/26/2020 Terminated)Virginia
Registered Investment Advisory firm - (6/27/2020 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
Virginia(4/27/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BW
BEACON WEALTH CONSULTANTS, INC.
BEACON WEALTH CONSULTANTS, INC. | LIGHTPOINT PORTFOLIOS
CRD#: 154939 / SEC#: 801-118970
RIA
Registered Investment Advisory firm - (6/26/2020 Approved)Florida
Registered Investment Advisory firm - (6/26/2020 Terminated)Indiana
Registered Investment Advisory firm - (11/15/2018 Terminated)New Jersey
Registered Investment Advisory firm - (11/18/2020 Terminated)Ohio
Registered Investment Advisory firm - (11/21/2019 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/7/2020 Terminated)Tennessee
Registered Investment Advisory firm - (6/29/2020 Terminated)Texas
Registered Investment Advisory firm - (6/26/2020 Terminated)Virginia
Registered Investment Advisory firm - (6/27/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
302 Washington Ave. Sw, Roanoke, VA 24016-4312
Mailing Address
Phone number
(540) 345-3891
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,097 |
| AUM (Assets Under Management) | $ 236,888,006 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
