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Connor Roggie

Beacon Capital Management, LLC

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About Connor Roggie

Connor Roggie is a financial advisor with Beacon Capital Management, LLC. Connor provides financial planning, educational seminars and portfolio management for individuals. Connor is a Certified Financial Planner and holds the Series 66, Series 63, Series 6TO, Series 7TO and SIE licenses. Previously, Connor has worked with COMMONWEALTH FINANCIAL NETWORK and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC.

Firm Information

Connor Roggie is currently registered with Beacon Capital Management, LLC. Beacon Capital Management, LLC is an investment advisor based in FRANKLIN, TN, with 17 licensed agents. The firm manages approximately $859,198,792 in regulatory assets under management. They offer financial planning, educational seminars, and portfolio management for individuals. The firm primarily serves individuals, both high-net-worth and non-high-net-worth, as well as corporations and charitable organizations.
Beacon Capital Management, LLC

751 COOL SPRINGS BLVD

FRANKLIN, TN 37067

$859.20M

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Connor Roggie’s Registration & Firm History

TN

08/10/2023 - Present

Beacon Capital Management, LLC (FRANKLIN TN)

TN

10/26/2021 - 07/24/2023

COMMONWEALTH FINANCIAL NETWORK (Brentwood TN)

PA

11/05/2020 - 10/01/2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GROVE CITY PA)

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Licenses & Designations

BOTH

Issued 01/21/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/18/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/05/2020

Series 7TO - General Securities Representative Examination

BC

Issued 09/11/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Connor Roggie.
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