Judd BeamCRD Number: 5330576
Current Firm: Lincoln Financial Advisors Corporation
Judd Beam (CRD# 5330576) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Cleveland, OH and has over 4 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
|Lincoln Financial Advisors||Cleveland, OH||Jun 2012 - Current||5|
|The Ohio State University||Columbus, OH||Sep 2010 - Mar 2012||1|
|Lincoln Financial Advisors||Cleveland, OH||Oct 2010 - Mar 2011||< 1|
|Lincoln Financial Advisors||Cleveland, OH||Jun 2010 - Sep 2010||< 1|
|The Ohio State University||Columbus, OH||Sep 2009 - Jun 2010||< 1|
|Lincoln Financial Advisors||Cleveland, OH||Jun 2009 - Sep 2009||< 1|
|The Ohio State University||Columbus, OH||Sep 2008 - Jun 2009||< 1|
|Mazzulo's Butcher||Bainbridge, OH||Jun 2008 - Sep 2008||< 1|
|The Ohio State University||Columbus, OH||Sep 2007 - Jun 2008||< 1|
|Un Employed||Chagrin Falls, OH||Jun 2007 - Aug 2007||< 1|
|Kenston High School||Chagrin Falls, OH||Aug 2006 - Jun 2007||< 1|
|Joe Diblasis||Chagrin Falls, OH||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2013|
Total Assets Under Management13,548MILLIONS
Total Number of Accounts52,000ACCOUNTS
Average Account Value$260,535
- 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 businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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