Unclaimed Profile

Donald Lawrence Beasley

TRADEMARK CAPITAL MANAGEMENT INC.·WATKINSVILLE, Georgia

Series 2, Series 65Clean record25 years registeredTRADEMARK CAPITAL MANAGEMENT INC.

1551 JENNINGS MILL ROAD, WATKINSVILLE, GA 30677CRD# 1910483Firm CRD# 214512

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Donald Lawrence Beasley · WATKINSVILLE, GA

Registration

CRD #1910483 · TRADEMARK CAPITAL MANAGEMENT INC. · 25 years registered

Brand Profile

Not yet started

Career History

TRADEMARK CAPITAL MANAGEMENT INC.

Aug 2015 – present

TRADEMARK CAPITAL MANAGEMENT INC

Apr 2011 – Sep 2015

WATKINSVILLE, GA

ATHENS CAPITAL GROUP, LLC

Sep 2007 – Apr 2011

BOGART, GA

PERSONAL MUTUAL FUND MANAGEMENT

Apr 2003 – Sep 2006

BOGART, GA

PINNACLE FUND MANAGEMENT, INC.

Jan 2001 – Dec 2002

BOGART, GA

Registrations & Exams

FINRA examinations passed

Series 2

Series 65

Registration record

First registered · January 26, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRADEMARK CAPITAL MANAGEMENT INC.

CRD 214512 · SEC 801-100363

AUM

$209M

Regulatory assets under management

Employees

434 client accounts

Services offered by TRADEMARK CAPITAL MANAGEMENT INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at TRADEMARK CAPITAL MANAGEMENT INC. →

Introduction

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Frequently Asked Questions

What services does Donald Lawrence Beasley offer?

Donald Lawrence Beasley specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in WATKINSVILLE, Georgia for a consultation.

What are Donald Lawrence Beasley's credentials?

Donald Lawrence Beasley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donald Lawrence Beasley located?

Donald Lawrence Beasley is based in WATKINSVILLE, Georgia, working with TRADEMARK CAPITAL MANAGEMENT INC.. Their office serves clients in the WATKINSVILLE metropolitan area and surrounding communities.

How does Donald Lawrence Beasley charge for services?

Donald Lawrence Beasley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRADEMARK CAPITAL MANAGEMENT INC.?

TRADEMARK CAPITAL MANAGEMENT INC. has approximately 10 employees and manages $209M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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