Sam Bass

71 year

Finance

Consumer Services

Profile

Samuel Quincy Bass is the founder of Beacon Wealthcare, Inc. which was founded in 1998.
He held the title of President & Wealth Advisor from 1998 to 2021.
Mr. Bass also worked as a Principal at Carolina Securities, Inc. and Wheat First Securities, Inc. He earned an MBA degree from Wake Forest University in 1981 and an undergraduate degree from Hampden-Sydney College in 1975.

Former positions of Sam Bass

Companies	Position	End
Beacon Wealthcare, Inc. Beacon Wealthcare, Inc. Investment ManagersFinance Beacon Investment Management, Inc. is an independent, SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded by Samuel Bass, Jr. in 1998 and they provides portfolio management services to individuals, high net-worth individuals, trusts, estates, pension and profit-sharing and defined-contribution retirement plans, business entities, charitable institutions, endowments and foundations.	Chief Executive Officer	-
Wheat First Securities, Inc.	Corporate Officer/Principal	31/12/1997
Carolina Securities, Inc. Carolina Securities, Inc. Investment Banks/BrokersFinance Part of Calvert Holdings, Inc., Carolina Securities, Inc. is a company based in Cary, NC.	Corporate Officer/Principal	-

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Training of Sam Bass

Hampden-Sydney College	Undergraduate Degree
Wake Forest University	Masters Business Admin

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

1st degree connections

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Private companies	3
Beacon Wealthcare, Inc. Beacon Wealthcare, Inc. Investment ManagersFinance Beacon Investment Management, Inc. is an independent, SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded by Samuel Bass, Jr. in 1998 and they provides portfolio management services to individuals, high net-worth individuals, trusts, estates, pension and profit-sharing and defined-contribution retirement plans, business entities, charitable institutions, endowments and foundations.	Finance
Wheat First Securities, Inc.	Finance
Carolina Securities, Inc. Carolina Securities, Inc. Investment Banks/BrokersFinance Part of Calvert Holdings, Inc., Carolina Securities, Inc. is a company based in Cary, NC.	Finance

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