Colin
Craig

Beacon Wealth Consultants, Inc

CRD#7594458
Investment Advisor
in Beaver Falls, PA

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About this Advisor

Colin Craig is a financial advisor based in Beaver Falls, Pennsylvania, working with Beacon Wealth Consultants, Inc. Colin has previously worked at Beacon Wealth Consultants and Geneva College. Colin has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, Colin is part of Beacon Wealth Consultants, Inc, which operates out of Beaver Falls, Pennsylvania. The firm has 2 offices and 19 employees. Beacon Wealth Consultants, Inc manages assets totaling $236.9 million and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Beacon Wealth Consultants, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Beaver Falls, PA

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Beacon Wealth Consultants, Inc Brokerage Details

Total Assets Under Management

$236,888,006

PA Average: $1,835,309,194
Total Number of Employees

19

PA Average: 32
Total Number of Accounts

1,097

PA Average: 1,458
Average Account Size

$215,942

PA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Other

Colin Craig Work History

2022 - Present (3 years)

Beacon Wealth Consultants

2012 - Present (13 years)

Geneva College

2016 - 2022 (6 years)

Geneva College

Disclosures

Please visit the SEC profile of Colin Craig to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Beacon Wealth Consultants, Inc

Conner Compton
Roanoke, VA
David Black
Salem, OR
Tom Owiti
Lansing, MI
Hannah Nolan
Roanoke, VA
Cameron Smith
State College, PA
Colin Craig
Beaver Falls, PA
Cassandra Laymon
Roanoke, VA
Michael Sunderland
Lemont, PA

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