TD
Todd Dodson
Chief Compliance Officer And Vice President Operations at Beacon Wealth Consultants,
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Work Experience
Chief Compliance Officer And Vice President Operations
Jan 2017 - Present · 8 years
botetourt county republican committee
Chairman
Mar 2016 - Mar 2018 · 2 years
Senior Associate
Nov 2015 - Dec 2016 · 1 years and 1 months
Company Details
Founded in 1997, Beacon Wealth Consultants, Inc. is a Fee-only wealth management firm designed to serve the unique planning and asset management needs of affluent Christian families, family-owned businesses, trusts and organizations. BWC is a leading provider of Biblically Responsible Investing (BRI) solutions. In addition to holding CFP, CFA, CIMA or CPA certifications, all of our wealth consultants have earned the Certified Kingdom Advisor designation - the gold standard for providing biblical financial counsel. BWC currently serves clients nationwide from offices in Roanoke, VA, Orlando, FL, State College, PA, and Hickory, NC. Our LightPoint Portfolios are available to independent financial advisors who are seeking a turn-key, asset allocated and risk adjusted portfolios for their clients. Financial Planning & Investment Advisory services offered through Beacon Wealth Consultants, Inc. Beacon Wealth Consultants is currently licensed to offer advice in: FL, IN, NJ, OH, PA, TX, VA and may need to secure additional licensing before working with clients located in another state.
Year Founded
1997
Social Media
Linkedin
Industry
Financial Services, Banks & Financial Services
HQ Location
324 Washington Ave SW Roanoke, Virginia 24016, US
Keywords
The Vision Clarifier - Discover Your Treasure!LightPoint Portfolio Solutions - Biblically Responsible Investing (BRI)and The True Wealth Solution - Values-based financial planning
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