Andrew Keith Hoffman

Employer firm

Beam Wealth Advisors, Inc. CRD 109867

$1.60B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 10/1999 → Present
  Beam Wealth Advisors, Inc.
  Mandeville, LA
• 07/2015 → 03/2022
  Securities America Inc
  Mandeville, LA

Other Businesses

***HOFFMAN DIVORCE STRATEGIES POSITION: PRACTICING AS A CERTIFIED DIVORCE FINANCAL ANALYST INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 10/01/1999 ADDRESS: 2895 HWY 190, SUITE 218, MANDEVILLE LA 70471 DESCRIPTION: ASSIST DIVORCING CLIENTS AND THEIR ATTORNEYS WITH ANALYZING AND PROPOSING FINANCIAL SETTLEMENTS,ASSISTING ATTORNEYS WITH THE PREPARATION OF COURT ORDERS TO DIVIDE PENSIONS, EXPERT TESTIMONY IN COURT AND APPOINTMENT AS COURT'S EXPERT

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-04-09

Designations

• Certified Financial Planner

Other Names

• Andy Hoffman