BEAM WEALTH ADVISORS, INC. of COVINGTON, LA is an SEC-registered investment adviser (CRD 109867). Regulatory assets under management: $1.6B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Amy Lynn Betts | CHIEF COMPLIANCE OFFICER | — |
| Jaime Andres Benedetti | CHIEF EXECUTIVE OFFICER | — |
| Baburhan Gucer | CHIEF FINANCIAL OFFICER | Atlanta, GA |
| BORDELON SCOTT EDWARD | CHIEF COMPLIANCE OFFICER; CHIEF INVESTMENT OFFICER; PRESIDENT | — |
| LOCK ALBERT LARRY | MEMBER | — |
| BETTS AMY LYNN | CHIEF COMPLIANCE OFFICER | — |
| BENEDETTI JAIME ANDRES | CHIEF EXECUTIVE OFFICER | — |
| HOLLIS STEVEN MICHAEL | CHIEF FINANCIAL OFFICER | — |
| GUCER BABURHAN | CHIEF FINANCIAL OFFICER | — |
| Jennifer Danielle Clouse | CHIEF OPERATIONS OFFICER | — |