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FM

Frankie V. Merritt

BEACON CAPITAL MANAGEMENT
Franklin, TN 37067
Some features on this profile are disabled
CRD#: 5377875
FM

Professional summary

Frankie Victor Merritt is a registered financial advisor currently at BEACON CAPITAL MANAGEMENT, LLC located in Franklin, Tennessee.

Frankie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Frankie has worked at 5 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Insurance Sales POSITION: Insurance Sales Agent ADDRESS: 751 Cool Springs Blvd., Suite 106, Franklin, Tennessee��37067. DESCRIPTION: Sales of Life Insurance, Long Term Care Insurance, Disability Insurance, and Annuities. START DATE: 01/01/2013 INVESTMENT RELATED: No NUMBER OF HOURS: 2 TRADING HOURS: 2

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Frankie Victor Merritt's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 7, 2016 - Present

BEACON CAPITAL MANAGEMENT, LLC

Office #1: 751 Cool Springs Blvd Suite 106, Franklin, TN 37067
RIA
CRD#: 156228
Franklin, TN
Past

September 27, 2013 - November 20, 2017

KALOS CAPITAL, INC.

BD
CRD#: 44337
FRANKLIN, TN
Past

June 4, 2013 - September 27, 2013

MADISON AVENUE SECURITIES, LLC

BD
CRD#: 23224
FRANKLIN, TN
Past

August 16, 2010 - August 12, 2011

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
MISHAWAKA, IN
Past

October 22, 2008 - July 21, 2010

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
MERRILLVILLE, IN
Past

October 3, 2007 - July 21, 2010

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
MERRILLVILLE, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BC
BEACON CAPITAL MANAGEMENT, LLC
BEACON CAPITAL MANAGEMENT, LLC | MAXSON, JONATHAN | BEACON FINANCIAL GROUP, LLC

CRD#: 156228 / SEC#: 801-106678

RIA
Registered Investment Advisory firm - (9/23/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Tennessee
(10/7/2016)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/7/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 10/13/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/20/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/1/2007
General Securities Representative Examination

Current Firm

BC
BEACON CAPITAL MANAGEMENT, LLC
BEACON CAPITAL MANAGEMENT, LLC | MAXSON, JONATHAN | BEACON FINANCIAL GROUP, LLC

CRD#: 156228 / SEC#: 801-106678

RIA
Registered Investment Advisory firm - (9/23/2015 Approved)
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Contact information

Main Address
751 Cool Springs Blvd Suite 106, Franklin, TN 37067
Mailing Address
Phone number
(615) 224-9794
Established
Firm type
Fiscal year end
# of Employees
35

SEC notice filing (20 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BEACON FORM ADV 2A UPDATE (3/25/2025)

Regulatory assets under management

Total Number of Accounts5,398
AUM (Assets Under Management)$ 1,070,557,366

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BEACON CAPITAL MANAGEMENT, LLC

CRD#: 156228Franklin, TN 37067

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