Donald BeasleyCRD Number: 1910483
Current Firm: Trademark Capital Management Inc.
Donald Beasley (CRD# 1910483) is an Investment Advisor Representative working at Trademark Capital Management Inc. in Watkinsville, GA and has over 24 years of experience in the finance industry.
Cetera Advisors LLC
Elwood & Goetz Wealth Advisory Group, LLC
State Farm Investment Management Corp.
|Trademark Capital Management Inc.||New Port Richey, FL||Jan 2011 - Current||7|
|Athens Capital Management, LLC||Athens, GA||Jul 2007 - Jan 2011||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 1994|
Total Assets Under Management163MILLIONS
Total Number of Accounts223ACCOUNTS
Average Account Value$732,079
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
FL, GA, IA, LA, MN, TX, WI