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).
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Total Assets Under Management499MILLION
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Total Number of Accounts2,608ACCOUNTS
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Average Account Value$191,427
- 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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.