Garrett Paul Leroux

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

• 02/2018 → 03/2019
  Edward Jones
  St Louis, MO
• 02/2013 → 01/2018
  Varsity Theatre
  Baton Rouge, LA
• 12/2017 → 02/2018
  Gambino's Bakery
  Metairie, LA
• 08/2011 → 12/2016
  Louisiana State University
  Baton Rouge, LA
• 03/2019 → 09/2020
  Wells Fargo Clearing Services, Llc
  New Orleans, LA
• 02/2019 → 03/2019
  Gambino's Bakery
  Kenner, LA
• 09/2020 → 01/2022
  Ameriprise Financial Services, Llc
  New Orleans, LA
• 01/2022 → Present
  Beam Wealth Advisors, Inc.
  Covington, LA
• 04/2022 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2020-09-25 → 2022-01-31
  Ameriprise Financial Services, Llc
  Baton Rouge, LA
  New Orleans, LA
• 2019-04-08 → 2020-09-29
  Wells Fargo Clearing Services, Llc
  New Orleans, LA
• 2018-04-17 → 2019-02-14
  Edward Jones
  Maryland Heights, MO
  Metairie, LA
  St Louis, MO
  Austin, TX
  Austin, TX

Other Businesses

1) 1. BEAM Wealth Advisors, Inc. 2. Investment related 3. 72096 Ramos Ave, Suite D, Covington , LA 70433 4. RIA 5. Investment Advisor 6. 03/2022 7. 160 hrs/mo 8. 160 hrs during trading 9. Wealth Advisor, Financial Planning 10. Advisory Fees. 2) Fixed Insurance. Investment Related. 72096 Ramos Ave, Suite D, Covington , LA 70433. Licensed to Sell Insurance in the state of LA.

Exams

• S66 Uniform Combined State Law Examination
  2018-04-13

Designations

• Certified Financial Planner

Other Names

• Garrett P Leroux