John Scallan (CRD# 2226313) is an Investment Advisor Representative working at Beam Wealth Advisors, Inc. in Metairie, LA and has over 13 years of experience in the finance industry.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Apr 2022 - Current | 2 |
| Beam Wealth Advisors, LLC | Covington, LA | Jul 2018 - Current | 5 |
| Procom, LLC | Covington, LA | Apr 2014 - Current | 10 |
| Securities America, Inc. | Covington, LA | Jul 2018 - Apr 2022 | 3 |
| Securities America Advisors | New Orleans, LA | Jul 2018 - Jul 2018 | < 1 |
| Mml Investors Services, LLC | Metairie, LA | Mar 2017 - Jul 2018 | 1 |
| Metlife Securities, Inc. | Metairie, LA | Sep 2007 - Jan 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2010 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- LA
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Total Assets Under Management577MILLIONS
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Total Number of Accounts2,656ACCOUNTS
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Average Account Value$217,409
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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- Market timing services
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AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, LA, MA, MD, ME, MO, MS, NC, NH, NJ, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WY
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