Roger BeamanCRD Number: 1889897
Current Firm: Wells Fargo Advisors, LLC
Roger Beaman (CRD# 1889897) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Rancho Mirage, CA and has over 15 years of experience in the finance industry.
Centaurus Financial, Inc.
Balboa Wealth Partners, Inc.
Flc Capital Advisors
|Wells Fargo Advisors LLC||Frontenac, MO||May 2009 - Current||7|
|Wachovia Securities, LLC||St. Louis, MO||Jan 2008 - May 2009||1|
|A.g. Edwards||Saint Louis, MO||Mar 1999 - Jan 2008||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2001|
|S66||NASAA Uniform Combined State Law Examination||Feb 2004|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV