Patrick Lee Beaman

Employer firm

Earned Wealth Advisors, LLC CRD 108052

$3.11B regulatory AUM 20 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 06/2011 → 05/2019
  Invesco Distributors, Inc.
  Houston, TX
• 06/2011 → 05/2019
  Invesco Advisers, Inc.
  Atlanta, GA
• 01/2020 → 12/2021
  Transamerica Capital, Inc.
  Denver, CO
• 06/2019 → 12/2019
  Unemployed
  Alpharetta, GA
• 12/2021 → 08/2025
  Ubs Financial Services.iNc
  Atlanta, GA
• 08/2025 → Present
  Earned Wealth Advisors, Llc
  Walnut Creek, CA

Previous Registrations

• 2011-06-09 → 2019-05-31
  Invesco Advisers, Inc.
  Atlanta, GA
  Alpharetta, GA
  Alpharetta, GA
• 2011-03-31 → 2011-06-07
  Neuberger Berman Bd Llc
  Baton Rouge, LA
  Atlanta, GA
• 2008-12-18 → 2009-12-31
  Neuberger Berman Management Llc
  Atlanta, GA
  Baton Rouge, LA
• 2005-09-09 → 2008-07-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Plainsboro, NJ
  Baton Rouge, LA

Other Businesses

1) JUDY BEAMAN RENTAL PROPERTY; NOT INVESTMENT RELATED; 1075 BAY STREET, TYBEE ISLAND, GEORGIA 31328; SEASONAL RENTAL PROPERTY; OWNER; START: 02/2017; NONE; NONE. 2) CIVIL AIR PATROL. PEACHTREE DEKALB AIRPORT 2000 AIRPORT RD CHAMBLEE, GA 30341. VOLUNTEER CAPTAIN. START DATE 01/2021, 3 HRS/MTH. ZERO DURING SEC TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2005-06-28
• S65 Uniform Investment Adviser Law Examination
  1999-12-29
• S63 Uniform Securities Agent State Law Examination
  1998-03-03