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David Frank Rotatori

Beacon Capital Advisory Group

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About David Frank Rotatori

David Rotatori is a financial advisor who has been active in the industry since 2008. David Rotatori is currently registered with Beacon Capital Advisory Group and has previously been registered with LPL Financial LLC and Securities America, Inc.. David Rotatori is a Certified Financial Planner and holds the Series 66, Series 7 and SIE licenses. David Rotatori is registered with the following states: Alaska, Arizona, California, Florida, Illinois, New Jersey, North Carolina, Pennsylvania, South Carolina, Utah, Vermont, Washington and Wyoming.

Firm Information

David Rotatori is currently registered with Beacon Capital Advisory Group. Beacon Capital Advisory Group is a registered investment advisor based in Charlotte, North Carolina. With a focus on financial planning and portfolio management for both individuals and high-net-worth individuals, they offer a range of services, including educational seminars. They manage over $105 million in assets for 239 accounts.
Beacon Capital Advisory Group

2901 COLTSGATE RD

CHARLOTTE, NC 28211

$105.48M

Assets Under Management

Not reported

Total Clients

2

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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David Rotatori’s Registration & Firm History

NC

10/21/2024 - Present

Beacon Capital Advisory Group (CHARLOTTE NC)

NC

07/20/2011 - 11/08/2017

LPL FINANCIAL LLC (CHARLOTTE NC)

NC

10/08/2008 - 07/20/2011

SECURITIES AMERICA, INC. (CORNELIUS NC)

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Licenses & Designations

BOTH

Issued 01/22/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/07/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Frank Rotatori.
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