Unclaimed
Daniel Benson is a financial advisor with Beacon Capital Management, LLC. Daniel is a Certified Financial Planner and has a background in securities, financial planning, and insurance. Daniel has been working in the financial services industry since 2007, specializing in financial planning, portfolio management, and educational seminars. Prior to joining Beacon Capital Management, Daniel worked as an insurance agent.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TN
04/26/2011 - Present
Beacon Capital Management, LLC (FRANKLIN TN)
TN
09/26/2013 - 11/20/2017
KALOS CAPITAL, INC. (FRANKLIN TN)
TN
01/21/2009 - 09/27/2013
MADISON AVENUE SECURITIES, INC. (FRANKLIN TN)
BOTH
Issued 04/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2008
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Daniel Benson is the right advisor for you? Invested Better is here to help.