Connor A. Parker

BEACON HARBOR WEALTH ADVISORS

Virginia Beach, VA 23452

Some features on this profile are disabled

CRD#: 6715822

Professional summary

Connor Alexander Parker is a registered financial advisor currently at BEACON HARBOR WEALTH ADVISORS located in Virginia Beach, Virginia.

Connor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Connor has worked at 3 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.

Parker Insurance, LLC; Non Investment related. 1604 Hilltop West Executive Center, Suite 318, Virginia Beach, VA 23451; Owner, Insurance Producer; Start Date 05/2023; Approx 15 hrs/week, all of which are during trading hours. Insurance sales and services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Connor Alexander Parker'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®

None

Experience

Current

September 20, 2024 - Present

BEACON HARBOR WEALTH ADVISORS

Office #1: 440 Viking Drive, Suite 200, Virginia Beach, VA 23452

RIA

CRD#: 300243

Virginia Beach, VA

Past

April 15, 2024 - September 24, 2024

PARKER FINANCIAL GROUP

RIA

CRD#: 328799

VIRGINIA BEACH, VA

Past

February 9, 2017 - April 12, 2024

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

Virginia Beach, 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".

BEACON HARBOR WEALTH ADVISORS

BEACON HARBOR WEALTH ADVISORS | BEACON HARBOR WEALTH ADVISORS, INC.

CRD#: 300243 / SEC#: 801-114773

RIA

Registered Investment Advisory firm - (2/11/2019 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

Virginia
(9/20/2024)

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 65

Date: 8/24/2016

Uniform Investment Adviser Law Examination

Current Firm

BEACON HARBOR WEALTH ADVISORS

BEACON HARBOR WEALTH ADVISORS | BEACON HARBOR WEALTH ADVISORS, INC.

CRD#: 300243 / SEC#: 801-114773

RIA

Registered Investment Advisory firm - (2/11/2019 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

440 Viking Drive, Suite 200, Virginia Beach, VA 23452

Mailing Address

Phone number

(757) 644-4545

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (6/9/2025)

WRAP PROGRAM BROCHURE (2/10/2025)

Regulatory assets under management

Total Number of Accounts	1,599
AUM (Assets Under Management)	$ 625,592,439

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/25/2024	Cover Page	Report
11/01/2023	Cover Page	Report
01/12/2023	Cover Page	Report

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.

Similar Advisors

Faisal Al-hashim

MAXIAM CAPITAL, LLC

IAR

Portland, OR

Erin Caines

EAGLE STRATEGIES LLC

IAR

DERWOOD, MD

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Connor A. Parker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Connor Alexander Parker's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEACON HARBOR WEALTH ADVISORS

PARKER FINANCIAL GROUP

AE WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

BEACON HARBOR WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 8/24/2016

Current Firm

BEACON HARBOR WEALTH ADVISORS

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BEACON HARBOR WEALTH ADVISORS

TRUST BUT VERIFY

Similar Advisors