Javier Marroquin Forcade (CRD# 7362378) is an Investment Advisor Representative working at Beacon Capital Management, LLC in Franklin, TN and has 1 year of experience in the finance industry.
CRD# 2609987
Lpl Financial LLC
CRD# 1561850
Thoroughbred Financial Services, LLC
CRD# 4356491
Lee Danner & Bass Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beacon Capital Management | Franklin, TN | Jun 2023 - Current | < 1 |
| Kestra Investment Services, LLC | Mobile, AL | Apr 2021 - May 2023 | 2 |
| Carr, Riggs & Ingram | Mobile, AL | Jan 2019 - Apr 2021 | 2 |
| Spring Hill College | Mobile, AL | Aug 2015 - May 2019 | 3 |
| Associated Bookkeeping & Tax Service | Mobile, AL | Aug 2018 - Dec 2018 | < 1 |
| Eliza Coffee Memorial Hospital | Florence, AL | May 2018 - Jul 2018 | < 1 |
| Ronald Reagan High School | San Antonio, TX | Aug 2014 - May 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- TN
-
Total Assets Under Management859MILLIONS
-
Total Number of Accounts5,216ACCOUNTS
-
Average Account Value$164,724
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AL, AZ, CA, CO, FL, GA, IN, KY, LA, MI, MS, NC, NY, OH, SC, TN, TX, VA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.