Unclaimed Profile

Frankie Victor Merritt

BEACON CAPITAL MANAGEMENT, LLC·FRANKLIN, Tennessee

SIE, Series 7, Series 65, Series 66Clean record17 years registeredBEACON CAPITAL MANAGEMENT, LLC

751 COOL SPRINGS BLVD, FRANKLIN, TN 37067CRD# 5377875Firm CRD# 156228

Profile Verification

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

Identity

Frankie Victor Merritt · FRANKLIN, TN

Registration

CRD #5377875 · BEACON CAPITAL MANAGEMENT, LLC · 17 years registered

Brand Profile

Not yet started

Career History

BEACON CAPITAL MANAGEMENT, LLC

Oct 2016 – present

METLIFE SECURITIES INC.

Oct 2008 – Jul 2010

MERRILLVILLE, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 65

Series 66

Registration record

First registered · October 22, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEACON CAPITAL MANAGEMENT, LLC

CRD 156228 · SEC 801-106678

AUM

$859M

Regulatory assets under management

Employees

5,216 client accounts

Services offered by BEACON CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BEACON CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Frankie Victor Merritt offer?

Frankie Victor Merritt specializes in Financial Planning, Investment Management. Contact their office in FRANKLIN, Tennessee for a consultation.

What are Frankie Victor Merritt's credentials?

Frankie Victor Merritt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Frankie Victor Merritt located?

Frankie Victor Merritt is based in FRANKLIN, Tennessee, working with BEACON CAPITAL MANAGEMENT, LLC. Their office serves clients in the FRANKLIN metropolitan area and surrounding communities.

How does Frankie Victor Merritt charge for services?

Frankie Victor Merritt'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 BEACON CAPITAL MANAGEMENT, LLC?

BEACON CAPITAL MANAGEMENT, LLC has approximately 31 employees and manages $859M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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