Unclaimed Profile

Scott Edward Bordelon

BEAM WEALTH ADVISORS, INC.·COVINGTON, Louisiana

SIE, Series 6, Series 7, Series 22, Series 24, Series 63, Series 99TOCFP24 years registeredBEAM WEALTH ADVISORS, INC.

72096 RAMOS AVENUE, COVINGTON, LA 70433CRD# 733645Firm CRD# 109867

Profile Verification

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

Identity

Scott Edward Bordelon · COVINGTON, LA

Registration

CRD #733645 · BEAM WEALTH ADVISORS, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BEAM WEALTH ADVISORS, INC.

BEAM WEALTH ADVISORS, INC.

Jan 2023 – Oct 2023

COVINGTON, LA

BEAM WEALTH ADVISORS, INC.

May 2002 – Dec 2022

COVINGTON, LA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 63

Series 99TO

Registration record

First registered · May 8, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

2002Customer Dispute·Denied

1996Customer Dispute·Dismissed

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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

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Frequently Asked Questions

What services does Scott Edward Bordelon offer?

Scott Edward Bordelon specializes in Financial Planning, Investment Management, Wealth Management.

What are Scott Edward Bordelon's credentials?

Scott Edward Bordelon holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Scott Edward Bordelon located?

Scott Edward Bordelon is based in COVINGTON, Louisiana, last registered with BEAM WEALTH ADVISORS, INC..

How does Scott Edward Bordelon charge for services?

Scott Edward Bordelon'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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