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).
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Total Assets Under Management556MILLION
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Total Number of Accounts2,596ACCOUNTS
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Average Account Value$214,116
- 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, DE, FL, GA, IL, IN, LA, MA, MD, MO, MS, NC, NH, NJ, NY, OK, PA, SC, TN, TX, UT, VA, WA, WY
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.