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Margaret Aldonse Meaux

BEAUMONT ASSET MANAGEMENT, L.L.C.·BEAUMONT, Texas
Series 65Clean record7 years registeredBEAUMONT ASSET MANAGEMENT, L.L.C.
2911 TOCCOA STREET, BEAUMONT, TX 77703CRD# 7037514Firm CRD# 150407

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Margaret Aldonse Meaux · BEAUMONT, TX
Registration
CRD #7037514 · BEAUMONT ASSET MANAGEMENT, L.L.C. · 7 years registered
Brand Profile
Not yet started
01

Career History

BEAUMONT ASSET MANAGEMENT, LLC
Nov 2021 – present
BEAUMONT ASSET MANAGEMENT, LLC
Nov 2018 – Nov 2019
BEAUMONT, TX
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 20, 2018
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BEAUMONT ASSET MANAGEMENT, L.L.C.
CRD 150407 · SEC 801-107451
AUM
$308M
Regulatory assets under management
Employees
3
446 client accounts
Services offered by BEAUMONT ASSET MANAGEMENT, L.L.C.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
View all advisors at BEAUMONT ASSET MANAGEMENT, L.L.C. →
Introduction

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05

Frequently Asked Questions

What services does Margaret Aldonse Meaux offer?
Margaret Aldonse Meaux specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BEAUMONT, Texas for a consultation.
What are Margaret Aldonse Meaux's credentials?
Margaret Aldonse Meaux is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Margaret Aldonse Meaux located?
Margaret Aldonse Meaux is based in BEAUMONT, Texas, working with BEAUMONT ASSET MANAGEMENT, L.L.C.. Their office serves clients in the BEAUMONT metropolitan area and surrounding communities.
How does Margaret Aldonse Meaux charge for services?
Margaret Aldonse Meaux's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BEAUMONT ASSET MANAGEMENT, L.L.C.?
BEAUMONT ASSET MANAGEMENT, L.L.C. has approximately 3 employees and manages $308M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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