Co-President and CEO · Beacon Harbor Wealth Advisors
George G. Macdonald
CRD 1676680 · Named on Form ADV at one SEC-registered adviser
At a glance
Beacon Harbor Wealth Advisors, an SEC-registered wealth manager based in Virginia Beach, VA with $608 million in regulatory assets, lists George G. Macdonald on its Form ADV as Co-President and CEO, a control person.
Firms and roles
- Beacon Harbor Wealth AdvisorsCo-President and CEOWealth manager · Virginia Beach, VA · $608M in regulatory assets
AtlasMembers
George’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Jeremy W. IngramCo-President, CEO, CIO and CCO, Beacon Harbor Wealth Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For George’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.