Connor Alexander Parker
Investment adviser representative at Beacon Harbor Wealth Advisors
10 yearsExperience
1 stateRegistered in
$608.3MFirm assets
7 yearsFirm in business
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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 Harbor Wealth AdvisorsSep 2024 to now
- Parker Advisory, LLCMay 2023 to Sep 2024
- Parker Insurance, LLCMay 2023 to Sep 2024
- Parker Financial Group LLCNov 2019 to Sep 2024
- Ae Wealth Management, LLCOct 2016 to Mar 2024
- Kenneth Porter & CompanyJan 2016 to Nov 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (VA).
Beacon Harbor Wealth Advisors
Legal name: Beacon Harbor Wealth Advisors, Inc.
$608.3MAssets managed
572Clients
6Advisers
7 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
- 6715822
- Firm CRD
- 300243