Chelsey
Wahlman
Beacon Capital Management, LLC
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About this Advisor
Chelsey Wahlman is a financial advisor operating out of Franklin, Tennessee. Wahlman is currently employed by Beacon Capital Management, LLC. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Ameriprise Financial, Raymond James Financial Services, Inc, Southwestern Investment Group, Southwestern Investment Advisory Services, Inc, Swatzell Wealth Team, Sagespring and Beacon Capital Management. Wahlman holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Tennessee. Beacon Capital Management, LLC is an advisory company headquartered in Franklin, TN. The company has offices in three locations and a total of 30 advisors. It has $673 million in assets under management across its 5,044 customer accounts, placing it among the bigger investment advisory firms in the nation by assets under management. Of its 5,044 customer accounts, just 7% belong to high-net-worth individuals who have more than $1 million in investable assets. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters and educational seminars. Fees for financial management typically are based on which services the firm provides the client. However, fee types charged by Beacon Capital Management, LLC most likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Beacon Capital Management, LLC Brokerage Details
$673,055,256
30
5,044
$133,437
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
Chelsey Wahlman Work History
Chelsey has been registered as a financial advisor for 0 years.*
Beacon Capital Management
Raymond James Financial Services, Inc
Southwestern Investment Group
Southwestern Investment Advisory Services, Inc
Swatzell Wealth Team
Sagespring
Merrill Lynch, Pierce, Fenner & Smith Inc
Ameriprise Financial
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Chelsey Wahlman 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 Capital Management, LLC
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
The content in this profile was updated by SmartAsset on 4/16/2023. 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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