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Cory David Beam

Root Financial Partners

Austin, TX

Waconia, MN

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Current Employers
Root Financial Partners

801 Barton Springs Rd, Austin, TX 78704 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-05
MN RA APPROVED 2025-08-26
  • TX RA
    APPROVED
    Since 2026-01-05
  • MN RA
    APPROVED
    Since 2025-08-26

Branch Locations

801 Barton Springs Rd, Austin, TX 78704 • United States

Waconia, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Personal Capital Advisors Corporation Plano TX 06/2021 01/2022
Fisher Investments Plano TX 06/2020 06/2021
John Carroll University University Heights OH 05/2016 06/2020
Personal Capital Advisors Corporation Plano TX 01/2022 12/2022
Personal Capital Advisors Corporation Royse City TX 12/2022 08/2025
Empower Advisory Group, Llc Greenwood Village CO 04/2023 08/2025
Root Financial Partners, Llc Encinitas CA 08/2025 Present
  • 06/2021 → 01/2022
    Personal Capital Advisors Corporation
    Plano, TX
  • 06/2020 → 06/2021
    Fisher Investments
    Plano, TX
  • 05/2016 → 06/2020
    John Carroll University
    University Heights, OH
  • 01/2022 → 12/2022
    Personal Capital Advisors Corporation
    Plano, TX
  • 12/2022 → 08/2025
    Personal Capital Advisors Corporation
    Royse City, TX
  • 04/2023 → 08/2025
    Empower Advisory Group, Llc
    Greenwood Village, CO
  • 08/2025 → Present
    Root Financial Partners, Llc
    Encinitas, CA
Previous Registrations
  • 2023-04-03 → 2025-08-22
    Empower Advisory Group, Llc
    Greenwood Village, CO
  • 2022-01-01 → 2023-04-03
    Personal Capital Advisors Corporation
    Dallas, TX
    Plano, TX
    Greenwood Village, CO
    Royse City, TX
Other Businesses

Officer at United States Army Reserves

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-31
  • S65 Uniform Investment Adviser Law Examination
    2021-12-31
Designations
Other Names
  • Cory Beam

View on SEC IAPD

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ANNA VICTORIA BODINE
Stephanie Caroline Morgan
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Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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