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Javier Marroquin forcade

Beacon Capital Management, LLC

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About Javier Marroquin forcade

Javier Marroquin Forcade is an investment advisor representative associated with Beacon Capital Management, LLC. Javier has been in the industry for 5 years and holds a Series 65 license as well as Series 99TO and SIE licenses. Javier's specialties include portfolio management for individuals, financial planning and educational seminars. Javier is currently registered with the state of Tennessee. Prior to joining Beacon Capital Management, LLC, Javier was employed by Kestra Investment Services, LLC. Javier has a long history of employment including experience with Carr, Riggs & Ingram and Eliza Coffee Memorial Hospital.

Firm Information

Javier Marroquin forcade 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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Javier Marroquin forcade’s Registration & Firm History

TN

02/05/2024 - Present

Beacon Capital Management, LLC (FRANKLIN TN)

AL

09/19/2022 - 07/10/2023

KESTRA INVESTMENT SERVICES, LLC (MOBILE AL)

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Licenses & Designations

IA

Issued 02/05/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/19/2022

Series 99TO - Operations Professional Examination

BC

Issued 01/31/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Javier Marroquin forcade.
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