Company

BEAM / BGA Wealth

Financial Services Covington, La, United States 40 employees

Employees: 40
Contacts: 4
Emails: 4
Phones: 2

www.beamwealth.com LinkedIn

BEAM / BGA Wealth Overview

Headquarters: Covington, La, United States
Website: www.beamwealth.com
Industry: Financial Services
Employees: 40
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Investment Management Investment Advice Financial Planning

About BEAM / BGA Wealth

For more than 35 years, we’ve served the financial needs of clients seeking personal, comprehensive financial planning and investment management that relies on clear, thorough and unbiased guidance from experienced independent advisors. A Registered Investment Advisor Please see www.beamwealth.com for full disclosures. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

BEAM / BGA Wealth Contact Details

People in AeroLeads: 4
With contact data: 4
Email contacts: 4; 100.0% coverage
Phone contacts: 2; 50.0% coverage

BEAM / BGA Wealth Org Chart

Sample employees and titles

Name	Title	Location	Contact
Bob Gucer, Aif®, Cbda, Cfp®, Chfc®, Crpc®		United States	Email
Jaime Benedetti		Atlanta, Georgia, United States	Email Phone
Elizabeth Simon	Beam Wealth Advisors, Inc. We Exist	Westerville, Ohio, United States	Email
Scott Bordelon, Cfp, Aams, Bfa, Aif	Chief Investment Officer at Beam Wealth	Greater New Orleans Region, United States	Email Phone