Nicholas
Shoulta
Beacon Capital Management, LLC
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About this Advisor
Nicholas Shoulta is a financial advisor based out of Franklin, Tennessee who has 2 years of relevant experience. Shoulta is an advisor for Beacon Capital Management, LLC. During their career, Shoulta has held roles at Shoemaker Financial, Securian Financial Services Inc, Minnesota Life Insurance Co, City Of Bowling Green, Rafferty'S Restaurant, Cabela'S, Western Kentucky University, Madisonville North Hopkins High School and Beacon Capital Management, LLC. Shoulta holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Tennessee. Beacon Capital Management, LLC is a registered investment business based out of Franklin, TN. The firm has offices in three locations and a total of 30 advisors. It handles $673 million in total assets among its 5,044 client accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 5,044 client accounts, just 7% are associated with high-net-worth clients who have greater than $1 million in investable assets. Beacon Capital Management, LLC performs a broad set 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. Financial management fees typically vary depending on which services the firm provides the client. Fees billed by Beacon Capital Management, LLC can consist 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
Nicholas Shoulta Work History
Nicholas has been registered as a financial advisor for 2 years.*
Beacon Capital Management, LLC
Shoemaker Financial
Securian Financial Services Inc
Minnesota Life Insurance Co
City Of Bowling Green
Rafferty'S Restaurant
Cabela'S
Western Kentucky University
Madisonville North Hopkins High School
*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 Nicholas Shoulta 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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