Erin P. Campbell
BEACON FINANCIAL STRATEGIES
Raleigh, NC 27615
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CRD#: 4257764
Professional summary
Erin Price Campbell, CFP®, who also goes by Erin Elizabeth Price, is a registered financial advisor currently at BEACON FINANCIAL STRATEGIES CORP. located in Raleigh, North Carolina.
Erin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Erin has worked at 2 firms and has passed the Series 65, Series 63 and Series 28 exams.
Biography
Erin is a native of North Carolina. She received her degree in Business Administration at UNC Chapel Hill. Erin is a Certified Public Accountant and a Certified Financial Planner™ practitioner. Erin also holds the Personal Financial Specialist (PFS) designation from the AICPA, which is given to CPAs who specialize in the area of personal financial planning. She is a member of the North Carolina Association of Certified Public Accountants (NCACPA) and previously served on the Financial Literacy Council. In her free time, she enjoys reading, traveling, and spending time with her husband and daughters.
Question & Answer
What are your service offerings?
Tax Planning
Insurance Planning
Retirement Planning
Elder Care
Investment Planning
Estate Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Business Owners
Estate & Generational Planning...
High Net Worth Client Needs
Retirement Planning & Distribu...
Tax Planning
Women's Financial Planning Iss...
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Erin Elizabeth Price
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 Erin Price Campbell'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: 2008
Experience
Current
January 28, 2005 - Present
BEACON FINANCIAL STRATEGIES CORP.
Office #1: 7100 Six Forks Road Suite 135, Raleigh, NC 27615RIA
CRD#: 132987
Raleigh, NC
Past
December 21, 2000 - March 15, 2002
TOWNSEND FINANCIAL SERVICES CORP.
BD
CRD#: 24684
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)
Exams
State Security Law Exam
State Security Law Exam
Principal/Supervisory Exam
RR
Series 28
Date: 12/15/2000
Introducing Broker/Dealer Financial Operations Principal ExaminationCurrent 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
