Francis Martin Beam

Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 01/2020
  Cetera Advisor Networks Llc
  El Segundo, CA
• 03/2015 → 03/2020
  Fountain Financial Associates, Inc.
  Wilmington, NC
• 02/2020 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC
• 02/2020 → Present
  Capfinancial Securities Llc
  Raleigh, NC

Previous Registrations

• 2015-03-27 → 2020-03-30
  Fountain Financial Associates, Inc.
  Wilmington, NC
• 2005-12-15 → 2015-03-27
  Cetera Wealth Services, Llc
  Wilmington, NC

Other Businesses

Name: CARBEA LLC, Investment-Related: No., Address: private residence, Nature: rental property, rental income, Position/Title: Managing Member Start: 09/23/2021, Hours/Month: 1, Hours during Market Hours: 0, Duties: monitor property manager

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-11-22
• S63 Uniform Securities Agent State Law Examination
  2001-02-27

Other Names

• Buck Beam
• Francis Martin Beam Iii