Danielle
Coryer

Beacon Capital Management, LLC

CRD#5351357
Investment Advisor
in Franklin, TN

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About this Advisor

Danielle Coryer is a financial advisor based in Franklin, Tennessee, working with Beacon Capital Management, LLC. Danielle has previously held positions at 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. Danielle has passed the Series 66 regulatory exam and is registered to provide services in Tennessee and Texas. Currently, Danielle is part of Beacon Capital Management, LLC, which operates out of Franklin, Tennessee. The firm has 3 offices and 31 employees. The firm manages assets totaling $859.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Beacon Capital Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

751 Cool Springs Blvd Suite 106
Franklin, TN 37067

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Beacon Capital Management, LLC Brokerage Details

Total Assets Under Management

$859,198,792

TN Average: $730,596,643
Total Number of Employees

31

TN Average: 15
Total Number of Accounts

5,216

TN Average: 968
Average Account Size

$164,724

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Danielle Coryer Work History

2022 - Present (3 years)

Beacon Capital Management. LLC

2019 - 2021 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2018 - 2018 (< 1 year)

Cable Hill Partners, LLC

2018 - 2018 (< 1 year)

Raymond James Financial Services, Inc

2016 - 2018 (2 years)

Fisher Investments

2013 - 2014 (1 year)

Cindy Paylcyn Fish Market

2013 - 2016 (3 years)

Morgan Stanley

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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

Justin Radford
Franklin, TN
William Rogers
Franklin, TN
Tyron Draper
Franklin, TN
Richard Ferguson
Franklin, TN
Chelsey Wahlman
Franklin, TN
Frankie Merritt
Franklin, TN
Danielle Coryer
Franklin, TN

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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