David
Bernard
Beam Wealth Advisors, Inc
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About this Advisor
David Bernard is a financial advisor operating out of Covington, Louisiana, with 5 years of relevant experience. Bernard is an advisor for Beam Wealth Advisors, Inc. Throughout their career, Bernard has worked at Southeastern Louisiana University, Edward Jones, Securities America, Inc, Private Contract/Studio Teacher, Beam Wealth Advisors and Purshe Kaplan Sterling Investments. Bernard maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Louisiana and Texas. Beam Wealth Advisors, Inc is a registered investment business operating out of Covington, LA. The investment advisory business has offices in 14 locations and a total of 18 people on staff. It manages $499 million in assets among its 2,608 client accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 2,608 client accounts, just 10% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The company performs a broad 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. A financial advisor's fees typically depend on the financial services offered. However, fees billed by Beam Wealth Advisors, Inc can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Beam Wealth Advisors, Inc Brokerage Details
$499,240,343
18
2,608
$191,427
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
David Bernard Work History
David has been registered as a financial advisor for 5 years.*
Purshe Kaplan Sterling Investments
Beam Wealth Advisors
Private Contract/Studio Teacher
Securities America, Inc
Edward Jones
Southeastern Louisiana University
*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.
Disclosures
Please visit the SEC profile of David Bernard 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
Metairie, LA
Murfreesboro, TN
Covington, LA
Tullahoma, TN
Covington, LA
Denver, CO
Columbus, MS
Columbus, OH
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 profile-compliance@smartasset.com.
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