Hillary Ann Sunderland
Investment adviser representative at Beacon Wealth Consultants, Inc.
10 yearsExperience
1 stateRegistered in
CFADesignation
$278.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Beacon Wealth Consultants, Inc.Sep 2017 to now
- 21:5 Financial NetworkJan 2016 to Aug 2017
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 1 state (PA).
Beacon Wealth Consultants, Inc.
$278.3MAssets managed
537Clients
12Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5224268
- Firm CRD
- 154939