Skip to content

Cameron Michael Smith

Investment adviser representative at Beacon Wealth Consultants, Inc.
12 yearsExperience
1 stateRegistered in
$278.3MFirm assets
6 yearsFirm in business

Are you Cameron Michael Smith? Claim your profile

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

12 years in the industry.

  1. Beacon Wealth Consultants, Inc.Jan 2025 to now
  2. Oakwood Presbyterian ChurchJul 2024 to now
  3. UnemployedJun 2024 to Jul 2024
  4. Reformed University FellowshipJun 2014 to May 2024

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

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
8026700
Firm CRD
154939
Advisor's SEC record (opens in a new tab)
CallContact this firm