Unclaimed Profile

Amy Lynn Betts

BEAM WEALTH ADVISORS, INC.·COVINGTON, Louisiana

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 66Clean record23 years registeredBEAM WEALTH ADVISORS, INC.

72096 RAMOS AVENUE, COVINGTON, LA 70433CRD# 4154449Firm CRD# 109867

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Amy Lynn Betts · COVINGTON, LA

Registration

CRD #4154449 · BEAM WEALTH ADVISORS, INC. · 23 years registered

Brand Profile

Not yet started

Career History

PURSHE KAPLAN STERLING INVESTMENTS

Apr 2022 – present

BEAM WEALTH ADVISORS, INC.

Mar 2013 – present

STRATEGIC FINANCIAL CONCEPTS, LLC

Feb 2010 – Dec 2012

WEST PALM BEACH, FL

MUTUAL SERVICE CORPORATION

Mar 2006 – Nov 2009

BOSTON, MA

INVESTMENT ADVISORS

Feb 2003 – Nov 2005

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 66

Registration record

First registered · February 13, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEAM WEALTH ADVISORS, INC.

CRD 109867 · SEC 801-60334

AUM

$577M

Regulatory assets under management

Employees

2,656 client accounts

Services offered by BEAM WEALTH ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other advisory services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BEAM WEALTH ADVISORS, INC. →

Introduction

Speak with Amy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Amy is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in COVINGTON?

Browse all registered financial advisors in COVINGTON, Louisiana or claim this profile if it's yours.

Browse COVINGTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Amy Lynn Betts offer?

Amy Lynn Betts specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COVINGTON, Louisiana for a consultation.

What are Amy Lynn Betts's credentials?

Amy Lynn Betts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amy Lynn Betts located?

Amy Lynn Betts is based in COVINGTON, Louisiana, working with BEAM WEALTH ADVISORS, INC.. Their office serves clients in the COVINGTON metropolitan area and surrounding communities.

How does Amy Lynn Betts charge for services?

Amy Lynn Betts's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BEAM WEALTH ADVISORS, INC.?

BEAM WEALTH ADVISORS, INC. has approximately 17 employees and manages $577M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →