Beam Wealth Advisors, Inc.
Beam Wealth Advisors, Inc. (CRD# 109867) is a financial advisory firm headquartered in Covington, LA. They manage $577,438,797 in 2,656 accounts and serve the financial needs of clients across 34 states (or territories).
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Total Assets Under Management577MILLION
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Total Number of Accounts2,656ACCOUNTS
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Average Account Value$217,409
- 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, ID, IL, IN, LA, MA, MD, ME, MO, MS, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WY
Erik Anhaus (CRD# 4601461) is an Investment Advisor Representative working at Beam Wealth Advisors, Inc. in Mableton, GA and has over 21 years of experience in the finance industry.
Jaime Benedetti (CRD# 4524413) is an Investment Advisor Representative working at Beam Wealth Advisors, Inc. in Atlanta, GA and has over 22 years of experience in the finance industry.
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.
Eric Bunker (CRD# 838539) is an Investment Advisor Representative working at Beam Wealth Advisors, Inc. in Penngrove, CA and has over 33 years of experience in the finance industry.
Russell Clarke (CRD# 1422335) is an Investment Advisor Representative working at Beam Wealth Advisors, Inc. in Chapel Hill, NC and has over 26 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 38 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.
Lawrence Donroe-Wells (CRD# 1348744) is an Investment Advisor Representative working at Beam Wealth Advisors, Inc. in Atlanta, GA and has over 39 years of experience in the finance industry.
Heather Gardner (CRD# 5882325) is an Investment Advisor Representative working at Beam Wealth Advisors, Inc. in Jacksonville, FL and has over 13 years of experience in the finance industry.