Connor Parker
Connor Parker is a registered investment advisor at Beacon Harbor Wealth Advisors, based in Virginia Beach, VA, with 9 years of industry experience. Connor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 572 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
The annual fees are negotiable.
Fee Estimator
Location
440 Viking Drive, Suite 200, Virginia Beach, VA, 23452
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2024Other Business ActivitiesSells Insurance
Connor is the owner and insurance producer at Parker Insurance, LLC, focusing on insurance sales and services. This takes nearly full-time hours.
Employment History
Current Registrations
Beacon Harbor Wealth Advisors
Previous Registrations
Parker Financial Group
Ae Wealth Management, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.