Trademark Capital Management Inc.
Trademark Capital Management Inc. (CRD# 214512) is a financial advisory firm headquartered in Watkinsville, GA. They manage $209,395,907 in 434 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management209MILLION
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Total Number of Accounts434ACCOUNTS
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Average Account Value$482,479
- 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
AL, FL, GA, LA, NC, TX, WI
Donald Beasley (CRD# 1910483) is an Investment Advisor Representative working at Trademark Capital Management Inc. in Watkinsville, GA and has over 30 years of experience in the finance industry.
David Denham (CRD# 6625806) is an Investment Advisor Representative working at Trademark Capital Management Inc. in Watkinsville, GA and has over 8 years of experience in the finance industry.
Joseph Ezernack (CRD# 4639821) is an Investment Advisor Representative working at Trademark Capital Management Inc. in Watkinsville, GA and has 1 year of experience in the finance industry.