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Francis Martin Beam

FOUNTAIN FINANCIAL ASSOCIATES, INC.·WILMINGTON, North Carolina
Unclaimed Profile
1209 CULBRETH DRIVE, WILMINGTON, NC 28405CRD# 4339625Firm CRD# 174760
01

About

Francis Martin Beam is a registered financial advisor based in WILMINGTON, North Carolina, affiliated with FOUNTAIN FINANCIAL ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FOUNTAIN FINANCIAL ASSOCIATES, INC.
FOUNTAIN FINANCIAL ASSOCIATES, INC.
AUM
$405M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at FOUNTAIN FINANCIAL ASSOCIATES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4339625
Firm CRD# 174760
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Francis Martin Beam offer?
Francis Martin Beam specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILMINGTON, North Carolina for a consultation.
What are Francis Martin Beam's credentials?
Francis Martin Beam is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Francis Martin Beam located?
Francis Martin Beam is based in WILMINGTON, North Carolina, working with FOUNTAIN FINANCIAL ASSOCIATES, INC.. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does Francis Martin Beam charge for services?
Francis Martin Beam'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 FOUNTAIN FINANCIAL ASSOCIATES, INC.?
FOUNTAIN FINANCIAL ASSOCIATES, INC. has approximately 11 employees and manages $405M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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