Daniel
Mesa

Beacon Global Advisor Network, LLC

CRD#7069825
Investment Advisor
in Atlanta, GA

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About this Advisor

Daniel Mesa is a financial advisor based in Atlanta, Georgia, working with Beacon Global Advisor Network, LLC. Daniel has previously held positions at Beacon Global Advisor Network, LLC, Gwm Usa, LLC, Cervera Real Estate, Inc, Cerveral Real Estate, Inc, Ami Trading (Usa), Inc, Travel, G&M General Service, and Blackpoint Capital Partners, LLC. Daniel has passed the Series 65 regulatory exam and is registered to provide services in Florida and Texas. Currently, Daniel is part of Beacon Global Advisor Network, LLC, which operates out of Atlanta, Georgia. The firm has 33 offices and 48 employees. The firm manages assets totaling $291.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Beacon Global Advisor Network, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

One Glenlake Parkway Suite 650
Atlanta, GA 30328

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Beacon Global Advisor Network, LLC Brokerage Details

Total Assets Under Management

$291,581,847

GA Average: $3,570,121,308
Total Number of Employees

48

GA Average: 58
Total Number of Accounts

361

GA Average: 1,608
Average Account Size

$807,706

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Daniel Mesa Work History

2023 - Present (1 year)

Beacon Global Advisor Network, LLC

2023 - Present (1 year)

Blackpoint Capital Partners, LLC

2019 - 2021 (2 years)

Beacon Global Advisor Network, LLC

2019 - 2023 (4 years)

Gwm Usa, LLC

2017 - 2019 (2 years)

Cervera Real Estate, Inc

2016 - 2017 (1 year)

Cerveral Real Estate, Inc

2015 - 2015 (< 1 year)

Ami Trading (Usa), Inc

2015 - 2016 (1 year)

Travel

2014 - 2015 (1 year)

G&M General Service

Disclosures

Please visit the SEC profile of Daniel Mesa to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Beacon Global Advisor Network, LLC

Daniel Mesa
Atlanta, GA
Jonathan Willis
Atlanta, GA
Jarryd Jacklin
Braselton,
Ricardo Jesus
Tavira,
Mark Boyes
Dubai,
Michael Jordan
Miami, FL
Matthew Hunkele
New York, NY
Matthew Doherty
Seattle, WA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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