Aaron Schuler (CRD# 5182258) is an Investment Advisor Representative working at Beam Wealth Advisors, Inc. in Rock Springs, WY and has over 17 years of experience in the finance industry.
CRD# 6628670
Financial Advocates Investment Management
CRD# 5743602
Lpl Financial LLC
CRD# 1789089
J. W. Cole Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Apr 2022 - Current | 2 |
| Beam Wealth Advisors | Rock Springs, WY | Apr 2019 - Current | 5 |
| Securities America, Inc. | Rock Springs, WY | Apr 2019 - Mar 2022 | 2 |
| Guardian Life Insurance | Rock Springs, WY | Dec 2017 - Apr 2019 | 1 |
| Park Avenue Securities | Rock Springs, WY | Dec 2017 - Apr 2019 | 1 |
| Guardian Life Insurance | Murray, UT | Mar 2017 - Dec 2017 | < 1 |
| Park Avenue Securities LLC | New York, NY | Mar 2017 - Dec 2017 | < 1 |
| Axa Advisors, LLC | New York, NY | Sep 2012 - Mar 2017 | 4 |
| Toolander Inc. | West Jordan, UT | May 2009 - May 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2012 |
- LA
- TX
- UT
- WY
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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
- 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)
- Market timing services
- Educational seminars/workshops
- Other
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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