Beam Wealth Advisors, Inc.

Beam Wealth Advisors, Inc. (CRD# 109867) is a financial advisory firm headquartered in Covington, LA. They manage $499,240,343 in 2,608 accounts and serve the financial needs of clients across 31 states (or territories).

By the Numbers
  • Total Assets Under Management
    499
    MILLION
  • Total Number of Accounts
    2,608
    ACCOUNTS
  • Average Account Value
    $191,427
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Beam Wealth Advisors, Inc.
Showing 11 - 20 of 21 top financial advisors.
11
Cameron L. Ray
CRD#: 4245930
925 N. Washington Street, Tullahoma, TN 37388

Cameron Ray (CRD# 4245930) is an Investment Advisor Representative working at Beam Wealth Advisors, Inc. in Tullahoma, TN and has over 23 years of experience in the finance industry.

12
Philip A. Rogers
CRD#: 1581130
90 S. Newtown Street Road, Suite 12, Newtown Square, PA 19073

Philip Rogers (CRD# 1581130) is an Investment Advisor Representative working at Beam Wealth Advisors, Inc. in Newtown Square, PA and has over 35 years of experience in the finance industry.

13
William J. Romeo
CRD#: 1055149
Coconut Creek, FL

William Romeo (CRD# 1055149) is an Investment Advisor Representative working at Beam Wealth Advisors, Inc. in Coconut Creek, FL and has over 38 years of experience in the finance industry.

14
Jason D. Sanchez
CRD#: 4696232
72096 Ramos Avenue, Suite D, Covington, LA 70433

Jason Sanchez (CRD# 4696232) is an Investment Advisor Representative working at Beam Wealth Advisors, Inc. in Covington, LA and has over 20 years of experience in the finance industry.

15
John J. Scallan
CRD#: 2226313
3421 N. Causeway Blvd., Ste. 400, Metairie, LA 70002

John Scallan (CRD# 2226313) is an Investment Advisor Representative working at Beam Wealth Advisors, Inc. in Metairie, LA and has over 13 years of experience in the finance industry.

16
Aaron W. Schuler
CRD#: 5182258
1471 Dewar Drive, Suite 140, Rock Springs, WY 82901

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.

17
Cheryl L. Scout
CRD#: 4423245
Suwanee, GA

Cheryl Scout (CRD# 4423245) is an Investment Advisor Representative working at Beam Wealth Advisors, Inc. in Suwanee, GA and has over 22 years of experience in the finance industry.

18
Jason D. Spears
CRD#: 4686230
114 4th Street, Columbus, MS 39701

Jason Spears (CRD# 4686230) is an Investment Advisor Representative working at Beam Wealth Advisors, Inc. in Columbus, MS and has over 20 years of experience in the finance industry.

19
Christopher A. Cristallo
CRD#: 6649156
Marietta, GA

Christopher Cristallo (CRD# 6649156) is an Investment Advisor Representative working at Beam Wealth Advisors, Inc. in Marietta, GA and has over 7 years of experience in the finance industry.

20
Jordan C. Scallan
CRD#: 7201414
3421 N. Causeway Blvd., Ste. 400, Metairie, LA 70002

Jordan Scallan (CRD# 7201414) is an Investment Advisor Representative working at Beam Wealth Advisors, Inc. in Metairie, LA and has over 3 years of experience in the finance industry.

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