Francis Beam (CRD# 4339625) is an Investment Advisor Representative working at Captrust in Wilmington, NC and has over 23 years of experience in the finance industry.
CRD# 5248339
Tilia Fiduciary Partners, Inc.
CRD# 2774334
Lumina Wealth Management, LLC
CRD# 5582433
Old North State Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capfinancial Partners Llc (captrust) | Raleigh, NC | Feb 2020 - Current | 4 |
| Capfinancial Securities LLC | Raleigh, NC | Feb 2020 - Current | 4 |
| Fountain Financial Associates, Inc. | Wilmington, NC | Mar 2015 - Mar 2020 | 5 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jan 2013 - Jan 2020 | 7 |
| Fountain Financial Associates, Inc. | Wilmington, NC | Nov 2010 - Mar 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2001 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2005 |
- NC
-
Total Assets Under Management852,173MILLIONS
-
Total Number of Accounts100,603ACCOUNTS
-
Average Account Value$8,470,653
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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