Daniel
Benson
Beacon Capital Management, LLC
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About this Advisor
Daniel Benson is a certified financial planner who works in Franklin, Tennessee with a total of 12 years of relevant experience. Benson is an advisor for Beacon Capital Management, LLC. Their career trajectory has included roles at Madison Avenue Securities, Inc, Beacon Financial Group, LLC, Beacon Capital Management, LLC. (Ria) and Kalos Capital. Benson holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Tennessee. Beacon Capital Management, LLC is a registered investment firm based in Franklin, TN. The investment advisory business has offices in three locations and a total of 30 employees. It administers $673 million in assets under management among its 5,044 customer accounts, making it one of the larger investment advisory firms in the country by assets under management. Of its 5,044 customer accounts, just 7% are held by high-net-worth investors who have at least $1 million in assets. Beacon Capital Management, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters and educational seminars. Fees charged by financial advisors vary depending on the type of financial services. However, fees billed by Beacon Capital Management, LLC can include 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
Daniel Benson Work History
Daniel has been registered as a financial advisor for 12 years.*
Beacon Capital Management, LLC. (Ria)
Beacon Financial Group, LLC
Kalos Capital
Madison Avenue Securities, Inc
*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 Daniel Benson 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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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.
