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Eric Charles Lind

Beacon Global Advisor Network, LLC

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About Eric Charles Lind

Eric Lind is an investment advisor representative at Beacon Global Advisor Network, LLC. Eric has been in the industry since 2001 and holds Series 7, Series 31, and Series 63 licenses. Eric is also a Certified Financial Planner. Eric has worked at various firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley DW Inc. Eric specializes in providing financial planning services to individuals and other investment advisors. Eric is registered with the state of Texas.

Firm Information

Eric Lind is currently registered with Beacon Global Advisor Network, LLC. Beacon Global Advisor Network, LLC is an investment advisor headquartered in Atlanta, GA. The firm has 45 investment advisory professionals and manages approximately $291,581,847 in assets for 361 clients. Beacon Global Advisor Network provides financial planning, pension consulting, portfolio management for individuals, and selection of other advisers. The firm's clientele primarily includes high-net-worth individuals and individuals other than high-net-worth.
Beacon Global Advisor Network, LLC

ONE GLENLAKE PARKWAY

ATLANTA, GA 30328

$291.58M

Assets Under Management

1

Total Clients

32

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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other

Percentage of qualified plan assets, solicitor fees

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Eric Lind’s Registration & Firm History

NA

03/14/2022 - Present

Beacon Global Advisor Network, LLC (Geneva )

MN

08/18/2005 - 08/19/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MINNEAPOLIS MN)

NY

01/01/2001 - 08/29/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 06/03/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/29/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/22/2001

Series 31 - Futures Managed Funds Examination

BC

Issued 12/29/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Charles Lind.
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