BEAM WEALTH ADVISORS, INC.

72096 Ramos Avenue
Suite D
Covington, Louisiana 70433
Tel: 985-893-1440

About BEAM WEALTH ADVISORS, INC.

BEAM WEALTH ADVISORS, INC, formally registered with the SEC as BEAM WEALTH ADVISORS, INC. The firm was established in 06/22/2001. They have over 29 offices throughout the country.

BEAM WEALTH ADVISORS, INC. is a Covington, Louisiana based Financial Planning firm with nearly $577,438,797 assets under management, offering retirement planning & investment advisory services to 2656 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109867
SEC#	801-60334
Assets Managed by Firm	$577,438,797
No. of Clients	2656
No. of Advisors	17

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Market timing services
Education seminars/workshops
Other (ESTATE PLANNING)

Firm Client Information

	No. of Clients	AUM
Firm Total	2656	$577,438,797
Individuals (other than high net worth individuals)	1218	$324,333,285
High net worth individuals	130	$251,029,702
Corporations or other businesses	3	$2,075,810

More Retirement Planning firms in Covington, Louisiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628	$3,964,828,037	10	38
MARITIME PARTNERS, LLC 3838 N. Causeway Blvd., Suite 3335 Metairie, LA, 70002	$2,952,693,844	5	31
TRUWEALTH ADVISORS, LLC 2700 Lake Villa Drive, Suite 200 Metairie, LA, 70002-6785	$2,535,697,292	7157	34
WATERS, PARKERSON & CO., LLC 601 Poydras Street, Suite 2210 New Orleans, LA, 70130-6013	$2,489,088,707	1855	12
SISUNG INVESTMENT MANAGEMENT SERVICES LLC 3850 N. Causeway Blvd., Suite 1930 Metairie, LA, 70002	$2,000,884,017	12	7

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