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Baburhan Gucer

BEAM WEALTH ADVISORS, INC.·COVINGTON, Louisiana
SIE, Series 7, Series 24, Series 63, Series 99TOCFPChFCClean record23 years registeredBEAM WEALTH ADVISORS, INC.
72096 RAMOS AVENUE, COVINGTON, LA 70433CRD# 3207431Firm CRD# 109867

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Baburhan Gucer · COVINGTON, LA
Registration
CRD #3207431 · BEAM WEALTH ADVISORS, INC. · 23 years registered
Brand Profile
Not yet started
01

Career History

May 2023present
PURSHE KAPLAN STERLING INVESTMENTS
Mar 2013present
BENEDETTI, GUCER & ASSOCIATES
Mar 2013Jun 2024
CUMMING, GA
Mar 2003Mar 2013
ATLANTA, GA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 99TO
Registration record
First registered · March 19, 2003
Years registered · 23
Professional designations · CFP, ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BEAM WEALTH ADVISORS, INC.
CRD 109867 · SEC 801-60334
AUM
$577M
Regulatory assets under management
Employees
17
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
Introduction

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05

Frequently Asked Questions

What services does Baburhan Gucer offer?
Baburhan Gucer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COVINGTON, Louisiana for a consultation.
What are Baburhan Gucer's credentials?
Baburhan Gucer holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Baburhan Gucer located?
Baburhan Gucer 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 Baburhan Gucer charge for services?
Baburhan Gucer'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.
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