Beam Wealth Advisors, Inc

Investment Advisor
in Denver, CO

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About this Advisor

Amy Betts is a financial advisor who works in Denver, Colorado with a total of 4 years of relevant experience. Betts works at Beam Wealth Advisors, Inc. Throughout their career, they have worked at Lpl Financial, Beam Wealth Advisors, Inc, Securities America, Inc and Purshe Kaplan Sterling Investments. Betts maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Colorado. Beam Wealth Advisors, Inc is a financial advisory company based out of Covington, LA. The investment advisory business has offices in 14 locations and a total of 18 employees. It oversees $499 million in total assets between its 2,608 client accounts, making it one of the larger investment advisory firms in the country by assets under management. Of its 2,608 customer accounts, just 10% belong to high-net-worth investors who have more than $1 million in assets available to invest. Beam Wealth Advisors, Inc offers a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services, educational seminars and other services. Fees for financial advisory services usually are based on which services are offered. Fees charged by Beam Wealth Advisors, Inc may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Market timing services, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Denver, CO

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Beam Wealth Advisors, Inc Brokerage Details

Total Assets Under Management


CO Average: $486,181,852
Total Number of Employees


CO Average: 13
Total Number of Accounts


CO Average: 722
Average Account Size


CO Average: $673,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Market timing services
  • Educational seminars/workshops
  • Other

Amy Betts Work History

Amy has been registered as a financial advisor for 4 years.*

2022 - Present (2 years)

Purshe Kaplan Sterling Investments

2013 - Present (11 years)

Beam Wealth Advisors, Inc

2015 - 2022 (7 years)

Securities America, Inc

2010 - 2015 (5 years)

Lpl Financial

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Amy Betts to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Beam Wealth Advisors, Inc

Steven Gregory
Murfreesboro, TN
Jordan Scallan
Metairie, LA
Bryant Swann
Tullahoma, TN
Garrett Leroux
Covington, LA
Jeffrey Cone
Columbus, OH
Jason Spears
Columbus, MS
Lee Cosgrove
Covington, LA
Amy Betts
Denver, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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