David Frank Rotatori
Investment adviser representative at Beacon Capital Advisory Group
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$223.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Beacon Capital Advisory GroupOct 2024 to now
- Independent Advisor AllianceDec 2017 to Oct 2024
- LPL Financial, LLCDec 2017 to Oct 2024
- Cornerstone Financial AdvisorsJul 2011 to Nov 2017
- LPL Financial LLCJul 2011 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Beacon Capital Advisory Group
Legal name: Davidson Advisory Group, LLC
$223.5MAssets managed
184Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5008972
- Firm CRD
- 333090