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Beam Wealth Advisors, Inc. CRD 109867
$1.60B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
72096 Ramos Avenue Suite D, Covington, LA 70433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-03-24 |
| AZ | RA | APPROVED | 2025-03-05 |
Branch Locations
4561 N Bauxite Way, Tucson, AZ 85750 • United States
7000 Peachtree Dunwoody Rd., Ne Building 6, Suite 100, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raskob Kambourian Financial Advisors, Ltd. | Tucson | AZ | 02/2015 | Present |
| Beam Wealths Advisors | Tucson | AZ | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-15 |
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