Frankie Victor Merritt

Employer firm

Beacon Capital Management, LLC CRD 156228

$1.27B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → 10/2016
  Beacon Capital Management, Inc.
  Franklin, TN
• 09/2013 → 11/2017
  Kalos Capital, Inc.
  Alpharetta, GA
• 01/2017 → Present
  Beacon Capital Management, Llc
  Franklin, TN
• 10/2016 → Present
  Beacon Capital Management, Llc
  Franklin, TN

Previous Registrations

• 2008-10-22 → 2010-07-21
  Msi Financial Services, Inc.
  Merrillville, IN
  Plymouth, IN
  Merrillville, IN

Other Businesses

Insurance Sales POSITION: Insurance Sales Agent ADDRESS: 751 Cool Springs Blvd., Suite 106, Franklin, Tennessee  37067. DESCRIPTION: Sales of Life Insurance, Long Term Care Insurance, Disability Insurance, and Annuities. START DATE: 01/01/2013 INVESTMENT RELATED: No NUMBER OF HOURS: 2 TRADING HOURS: 2

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-10-07
• S66 Uniform Combined State Law Examination
  2008-10-13