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Richard Thomas Ferguson

Beacon Capital Management, LLC

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About Richard Thomas Ferguson

Richard Ferguson is a financial advisor registered with Beacon Capital Management, LLC. Richard has been in the financial services industry for over 7 years and has experience working at various firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, U.S. Bancorp Investments, Inc. and Waddell & Reed. Richard is registered to provide investment advice in multiple states including Alabama, California, Indiana, Kentucky, New York, Ohio, South Carolina, Tennessee and Texas. Richard focuses on providing financial planning and portfolio management for individuals and educational seminars.

Firm Information

Richard Ferguson 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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Richard Ferguson’s Registration & Firm History

TN

10/05/2021 - Present

Beacon Capital Management, LLC (FRANKLIN TN)

TN

09/07/2021 - 10/08/2021

U.S. BANCORP INVESTMENTS, INC. (BRENTWOOD TN)

TN

09/23/2015 - 08/30/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRENTWOOD TN)

TN

11/17/2014 - 08/19/2015

WADDELL & REED (MEMPHIS TN)

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Licenses & Designations

BOTH

Issued 02/19/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/12/2019

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Thomas Ferguson.
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