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
Jaime Benedetti (CRD# 4524413) is an Investment Advisor Representative working at Beam Wealth Advisors, Inc. in Atlanta, GA and has over 21 years of experience in the finance industry. Jaime Benedetti 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.
David Bernard (CRD# 6197879) is an Investment Advisor Representative working at Beam Wealth Advisors, Inc. in Covington, LA and has over 6 years of experience in the finance industry.
Amy Betts (CRD# 4154449) is an Investment Advisor Representative working at Beam Wealth Advisors, Inc. in Denver, CO and has over 21 years of experience in the finance industry.
Frank Congemi (CRD# 1483380) is an Investment Advisor Representative working at Beam Wealth Advisors, Inc. in Rockaway Park, NY and has over 37 years of experience in the finance industry.
Joseph Davis (CRD# 4900161) is an Investment Advisor Representative working at Beam Wealth Advisors, Inc. in West Haven, UT and has over 19 years of experience in the finance industry.
Baburhan Gucer (CRD# 3207431) is an Investment Advisor Representative working at Beam Wealth Advisors, Inc. in Covington, LA and has over 24 years of experience in the finance industry. Baburhan Gucer 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.
Andrew Hoffman (CRD# 2870074) is an Investment Advisor Representative working at Beam Wealth Advisors, Inc. in Covington, LA and has over 26 years of experience in the finance industry. Andrew Hoffman 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.
Garrett Leroux (CRD# 6641803) is an Investment Advisor Representative working at Beam Wealth Advisors, Inc. in Covington, LA and has over 5 years of experience in the finance industry. Garrett Leroux 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.
Joseph Osullivan (CRD# 2926528) is an Investment Advisor Representative working at Beam Wealth Advisors, Inc. in New Orleans, LA and has over 25 years of experience in the finance industry. Joseph Osullivan 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.
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.