Chris Morgan

Beacon Wealth Advisors

5435 Bull Valley Road, Suite 224
McHenry, IL 60050

I Am Licensed and Registered as Follows:
1. Insurance Agent
  1. I am a licensed insurance agent and am authorized to represent various companies as I offer, sell and service insurance products on their behalf.
2. Investment Advisor Representative under Harbour Investments, Inc. Registered Investment Advisor. An Investment Advisor Representative (IAR) refers to licensed and authorized personnel who work for investment advisory companies. The primary responsibility of an IAR is to provide investment-related advice as a financial advisor or planner.
3. FINRA (Financial Industry Regulation Authority) Registered Representative with Harbour Investments, Inc. 575 D’Onofrio Dr., Suite 300, Madison WI 53719. Member FINRA, SIPC.
  1. Series 7 General Securities Representative. As defined by FINRA, this candidate possesses the knowledge needed to perform the critical functions of a general securities representative, including sales of corporate securities, municipal securities, investment company securities, variable annuities, direct participation programs, options and government securities.
4. Accredited Asset Management Specialist (AAMS)
Services I Provide:
1. I sell insurance or investment products that have a stated commission paid to me.
2. I use third party financial tools for portfolio analysis and to support various planning needs.
3. As an investment advisor, I act in the best interest of my clients and do not place my own interests ahead of my clients.