Nicholas Shoulta (CRD# 7119614) is an Investment Advisor Representative working at Beacon Capital Management, LLC in Franklin, TN and has over 3 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beacon Capital Management, LLC | Franklin, TN | Nov 2020 - Current | 3 |
| Shoemaker Financial | Brentwood, TN | Apr 2020 - Oct 2020 | < 1 |
| Securian Financial Services Inc. | St Paul, MN | Apr 2020 - Oct 2020 | < 1 |
| Minnesota Life Insurance Co | St Paul, MN | Apr 2020 - Oct 2020 | < 1 |
| City Of Bowling Green | Bowling Green, KY | Jun 2019 - May 2020 | < 1 |
| Western Kentucky University | Bowling Green, KY | Aug 2016 - May 2020 | 3 |
| Rafferty's Restaurant | Bowling Green, KY | Sep 2018 - Jun 2019 | < 1 |
| Cabela's | Bowling Green, KY | Sep 2017 - Aug 2018 | < 1 |
| Madisonville North Hopkins High School | Madisonville, KY | Aug 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2020 |
- 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
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