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Tamie P. Frets
BEACON WEALTH CONSULTANTS
Roanoke, VA 24016-4312
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CRD#: 5912861
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Professional summary
Tamie Paige Frets, who also goes by Tamie Paige Boegner, Tamie Paige George, is a registered financial advisor currently at BEACON WEALTH CONSULTANTS, INC. located in Roanoke, Virginia.
Tamie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Tamie has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tamie Paige Boegner | Tamie Paige George
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.
RED LOBSTER, NOT INVESTMENT RELATED, 75 PEPPERS FERRY RD CHRISTIANSBURG, VA 24073, NATURE OF BUSINESS IS RESTAURANT, POSITION- SERVER, START DATE- FEBRUARY 206, I WORK 20-30 HOURS PER MONTH, I DONT DEVOTE ANY OF MY TIME TO WORKING AT RED LOBSTER DURING SECURITIES/TRADING HOURS, DUTIES- SERVING RESTAURANT PATRONS FOOD.
CRS (Client Relationship Summary) - RIA
Click below to view Tamie Paige Frets'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®
NoneExperience
Current
October 6, 2025 - Present
BEACON WEALTH CONSULTANTS, INC.
Office #1: 302 Washington Ave. Sw, Roanoke, VA 24016-4312RIA
CRD#: 154939
Roanoke, VA
Past
May 27, 2011 - April 2, 2015
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
BLACKSBURG, 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(10/6/2025)
Exams
State Security Law Exam
State Security Law 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.
Company Information
BEACON WEALTH CONSULTANTS, INC.
CRD#: 154939Roanoke, VA 24016-4312TRUST BUT VERIFY
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