Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Rogers is a registered Investment Advisor Representative with Beacon Capital Management, LLC, a firm with offices in Franklin, TN. William has been in the industry for over 15 years. William is a graduate of the University of Tennessee and holds the Series 6, Series 7, and Series 66 licenses. William is a dedicated professional with a strong commitment to providing his clients with the highest level of service. Prior to joining Beacon Capital Management, William worked at Kalos Capital, Inc. and Investors Capital Corp. William specializes in providing financial planning and investment management services to individuals, families, and businesses. He offers a wide range of services, including retirement planning, college savings, estate planning, and insurance planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TN
08/16/2016 - Present
Beacon Capital Management, LLC (FRANKLIN TN)
TN
10/21/2014 - 11/20/2017
KALOS CAPITAL, INC. (FRANKLIN TN)
NC
03/23/2012 - 02/21/2013
INVESTORS CAPITAL CORP. (ASHEVILLE NC)
FL
03/17/2009 - 04/08/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
04/30/2001 - 12/10/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 08/25/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/28/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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