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 1 - 10 of 19 top financial advisors.
1
Jaime A. Benedetti
CRD#: 4524413
Atlanta, GA

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.

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 Wealth Advisors, Inc. in Covington, LA and has over 6 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 Wealth Advisors, Inc. in Denver, CO and has over 21 years of experience in the finance industry.

4
Frank Congemi
CRD#: 1483380
Rockaway Park, NY

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.

5
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 Wealth Advisors, Inc. in West Haven, UT and has over 18 years of experience in the finance industry.

6
Steven P. Gregory
CRD#: 6581742
142 Uptown Square, Murfreesboro, TN 37129

Steven Gregory (CRD# 6581742) is an Investment Advisor Representative working at Beam Wealth Advisors, Inc. in Murfreesboro, TN and has over 7 years of experience in the finance industry.

7
Baburhan Gucer
CRD#: 3207431
72096 Ramos Avenue, Suite D, Covington, LA 70433

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.

8
Andrew K. Hoffman
CRD#: 2870074
72096 Ramos Avenue, Suite D, Covington, LA 70433

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.

9
Garrett P. Leroux
CRD#: 6641803
72096 Ramos Avenue, Suite D, Covington, LA 70433

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.

10
Joseph M. Osullivan
CRD#: 2926528
New Orleans, LA

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.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.