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Frankie Victor Merritt

BEACON CAPITAL MANAGEMENT, LLC·FRANKLIN, Tennessee
Unclaimed Profile
751 COOL SPRINGS BLVD, FRANKLIN, TN 37067CRD# 5377875Firm CRD# 156228
01

About

Frankie Victor Merritt is a registered financial advisor based in FRANKLIN, Tennessee, affiliated with BEACON CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
BEACON CAPITAL MANAGEMENT, LLC
BEACON CAPITAL MANAGEMENT, LLC
AUM
$859M
Regulatory assets under management
Employees
31
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5377875
Firm CRD# 156228
No disclosures on file
View on FINRA BrokerCheck →

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05

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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