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BEAM WEALTH ADVISORS, INC.
BEAM WEALTH ADVISORS, INC.
COVINGTON, Louisiana
·
5 registered advisors
·
CRD# 109867
SEC# 801-60334
28
985-893-1440
01
Firm Overview
AUM
$577M
Regulatory assets under management
Employees
17
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory 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
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at BEAM WEALTH ADVISORS, INC.
5 registered advisors
Amy Lynn Betts
COVINGTON, Louisiana
CRD# 4154449
Baburhan Gucer
COVINGTON, Louisiana
CRD# 3207431
Jaime Andres Benedetti
COVINGTON, Louisiana
CRD# 4524413
Scott Edward Bordelon
COVINGTON, Louisiana
CRD# 733645
Steven Michael Hollis
COVINGTON, Louisiana
CRD# 1221707
05
Office Locations
COVINGTON, Louisiana
5 advisors
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Data sourced from SEC Form ADV filings. BEAM WEALTH ADVISORS, INC. (CRD# 109867) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.