Unclaimed Profile

Scott Edward Bordelon

BEAM WEALTH ADVISORS, INC.·COVINGTON, Louisiana

Clean recordBEAM 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.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Scott Edward Bordelon is a registered financial advisor based in COVINGTON, Louisiana, affiliated with BEAM WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

BEAM WEALTH ADVISORS, INC.

AUM

$577M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BEAM WEALTH ADVISORS, INC. →

Services

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 733645

Firm CRD# 109867

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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. Contact their office in COVINGTON, Louisiana for a consultation.

What are Scott Edward Bordelon's credentials?

Scott Edward Bordelon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott Edward Bordelon located?

Scott Edward Bordelon 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 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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