Beam Asset Management, LLC

Beam Asset Management, LLC (CRD# 109867) is a financial advisory firm headquartered in Covington, LA. They manage $555,846,032 in 2,596 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    556
    MILLION
  • Total Number of Accounts
    2,596
    ACCOUNTS
  • Average Account Value
    $214,116
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, DE, FL, GA, IL, IN, LA, MA, MD, MO, MS, NC, NH, NJ, NY, OK, PA, SC, TN, TX, UT, VA, WA, WY

Financial Advisors at Beam Asset Management, LLC
Showing 1 - 10 of 26 top financial advisors.
1
William B. Albair
CRD#: 4916860
333 South Kirkwood Road, Suite 301, Saint Louis, MO 63122

William Albair (CRD# 4916860) is an Investment Advisor Representative working at Beam Asset Management, LLC in Saint Louis, MO and has over 15 years of experience in the finance industry.

2
David H. Bernard
CRD#: 6197879
72096 Ramos Avenue, Suite D, Covington, LA 70433

David Bernard (CRD# 6197879) is an Investment Advisor Representative working at Beam Asset Management, LLC in Covington, LA and has over 3 years of experience in the finance industry.

3
Amy L. Betts
CRD#: 4154449
Denver, CO

Amy Betts (CRD# 4154449) is an Investment Advisor Representative working at Beam Asset Management, LLC in Denver, CO and has over 18 years of experience in the finance industry.

4
Scott E. Bordelon
CRD#: 733645
72096 Ramos Avenue, Suite D, Covington, LA 70433

Scott Bordelon (CRD# 733645) is an Investment Advisor Representative working at Beam Asset Management, LLC in Covington, LA and has over 32 years of experience in the finance industry. Scott Bordelon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Frank Congemi
CRD#: 1483380
Rockaway Park, NY

Frank Congemi (CRD# 1483380) is an Investment Advisor Representative working at Beam Asset Management, LLC in Rockaway Park, NY and has over 34 years of experience in the finance industry.

6
Lee R. Cosgrove
CRD#: 1804899
72096 Ramos Avenue, Suite D, Covington, LA 70433

Lee Cosgrove (CRD# 1804899) is an Investment Advisor Representative working at Beam Asset Management, LLC in Covington, LA and has over 18 years of experience in the finance industry.

7
Joseph A. Davis
CRD#: 4900161
4640 South 3500 West, Suite 2, West Haven, UT 84401

Joseph Davis (CRD# 4900161) is an Investment Advisor Representative working at Beam Asset Management, LLC in West Haven, UT and has over 16 years of experience in the finance industry.

8
Eric C. Dubroc
CRD#: 1899317
72096 Ramos Avenue, Suite D, Covington, LA 70433

Eric Dubroc (CRD# 1899317) is an Investment Advisor Representative working at Beam Asset Management, LLC in Covington, LA and has over 32 years of experience in the finance industry.

9
Tom V. Dwyer
CRD#: 2127619
72096 Ramos Avenue, Suite D, Covington, LA 70433

Tom Dwyer (CRD# 2127619) is an Investment Advisor Representative working at Beam Asset Management, LLC in Covington, LA and has over 29 years of experience in the finance industry. Tom Dwyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Justin A. Falzone
CRD#: 5960715
1471 Dewar Drive, Suite 140, Rock Springs, WY 82901

Justin Falzone (CRD# 5960715) is an Investment Advisor Representative working at Beam Asset Management, LLC in Rock Springs, WY and has over 6 years of experience in the finance industry.

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