Danielle
Coryer
Beacon Capital Management, LLC
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About this Advisor
Danielle Coryer is a financial advisor who works out of Franklin, Tennessee, with a total of 1 year of industry experience. Coryer is currently employed by Beacon Capital Management, LLC. Over the course of their career, Coryer has held roles at Waddell & Reed, Inc, Cindy Paylcyn Fish Market, Morgan Stanley, Fisher Investments, Cable Hill Partners, LLC, Raymond James Financial Services, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc and Beacon Capital Management. LLC. Coryer maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Tennessee and Texas. Beacon Capital Management, LLC is a financial advisory firm operating out of Franklin, TN. The investment advisory business has offices in three locations and a total of 30 advisors. It manages $673 million in assets under management between its 5,044 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 associated with high-net-worth investors who have at least $1 million in investable assets. The business provides 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 advice largely vary depending on which services are offered. However, fees charged by Beacon Capital Management, LLC likely are comprised of some 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
Danielle Coryer Work History
Danielle has been registered as a financial advisor for 1 years.*
Beacon Capital Management. LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Cable Hill Partners, LLC
Raymond James Financial Services, Inc
Fisher Investments
Cindy Paylcyn Fish Market
Morgan Stanley
Waddell & Reed, 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 Danielle Coryer 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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