Baburhan
Gucer

Beam Wealth Advisors, Inc

CRD#3207431
Investment Advisor
in Cumming, GA

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About this Advisor

Baburhan Gucer is a financial advisor based in Cumming, Georgia, working with Beam Wealth Advisors, Inc. Baburhan has previously held positions at Purshe Kaplan Sterling Investments, Benedetti, Gucer & Associates, and Beam Wealth Advisors, Inc (formerly known as Benedetti, Gucer & Associates). Baburhan has passed the Series 63 regulatory exam and is registered to provide services in Georgia, Louisiana, and Texas. Currently, Baburhan is part of Beam Wealth Advisors, Inc, which operates out of Cumming, Georgia. The firm has 20 offices and 17 employees. The firm manages assets totaling $577.4 million and serves high-net-worth clients. The services offered by the firm include 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. The fee structure at Beam Wealth Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

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

Cumming, GA

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Beam Wealth Advisors, Inc Brokerage Details

Total Assets Under Management

$577,438,797

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

17

GA Average: 13
Total Number of Accounts

2,656

GA Average: 722
Average Account Size

$217,409

GA 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

Baburhan Gucer Work History

2013 - Present (11 years)

Purshe Kaplan Sterling Investments

2013 - Present (11 years)

Benedetti, Gucer & Associates

2013 - Present (11 years)

Beam Wealth Advisors, Inc (F/K/A Benedetti, Gucer & Associates

Disclosures

Please visit the SEC profile of Baburhan Gucer 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

Christopher Cristallo
Marietta, GA
Jeffrey Cone
Columbus, OH
David Bernard
Covington, LA
Erik Anhaus
Mableton, GA
Jaime Benedetti
Atlanta, GA
Baburhan Gucer
Cumming, GA
Heather Gardner
Jacksonville, FL
Arish Nurani
Duluth, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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 profile-compliance@smartasset.com.

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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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