linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Nicholas Craig Shoulta

Beacon Capital Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Nicholas? Claim Your Profile

About Nicholas Craig Shoulta

Nicholas Shoulta is an Investment Advisor Representative associated with Beacon Capital Management, LLC. Nicholas has experience in the securities industry dating back to 2020. Nicholas has passed the Series 7TO, Series 66, and SIE exams. Nicholas is currently licensed and registered in Tennessee. Nicholas also is an insurance agent and may conduct business in this capacity. Prior to working at Beacon Capital Management, LLC, Nicholas has experience with Securian Financial Services, Inc. and Shoemaker Financial. Nicholas has a strong background in financial services. Nicholas has a commitment to providing clients with personalized investment advice and helping them achieve their financial goals. Nicholas is also an active member of the community. Nicholas is dedicated to providing clients with exceptional service and helping them make informed financial decisions.

Firm Information

Nicholas Shoulta 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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Nicholas Shoulta’s Registration & Firm History

TN

01/01/2025 - Present

Beacon Capital Management, LLC (FRANKLIN TN)

TN

05/27/2020 - 10/23/2020

SECURIAN FINANCIAL SERVICES, INC. (BRENTWOOD TN)

Not sure if Nicholas Craig Shoulta is right for you?

Licenses & Designations

BOTH

Issued 06/26/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/27/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/08/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Craig Shoulta.
Not sure if Nicholas Craig Shoulta is right for you?