Kirk C. Hobart
BEACON WEALTH CONSULTANTS
Hickory, NC
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CRD#: 5716932
Professional summary
Kirk Clayton Hobart, CFP® is a registered financial advisor currently at BEACON WEALTH CONSULTANTS, INC. located in Hickory, North Carolina.
Kirk is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Kirk has worked at 2 firms and has passed the Series 65 exam.
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.
Self - Consulting for Carolina Oncology Specialists, PA; Not Investment Related; 2406 Century Place SE, Hichory, NC 28602; Medical Practice; Healthcare; Consultant; 09/08/2025; 5 hours per week; provide consultation on the practice. business and financial related matters.
CRS (Client Relationship Summary) - RIA
Click below to view Kirk Clayton Hobart'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: 2009
Experience
Current
July 21, 2022 - Present
BEACON WEALTH CONSULTANTS, INC.
RIA
CRD#: 154939
Hickory, NC
Past
October 14, 2009 - March 12, 2013
HIGHER GROUND FINANCIAL, LLC
RIA
CRD#: 151751
HICKORY, 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".
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
North Carolina(7/21/2022)
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.
