Garrett
Leroux

Beam Wealth Advisors, Inc

CRD#6641803
Investment Advisor
in Covington, LA

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About this Advisor

Garrett Leroux is a certified financial planner working in Covington, Louisiana with 1 year of industry experience. Leroux works at Beam Wealth Advisors, Inc. Leroux has gained experience at Edward Jones, Varsity Theatre, Gambino'S Bakery, Mauer Financial, United States Marine Corps, Louisiana State University, Wells Fargo Clearing Services, LLC, Ameriprise Financial Services, LLC, Beam Wealth Advisors, Inc and Purshe Kaplan Sterling Investments. Leroux holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Louisiana and Texas. Beam Wealth Advisors, Inc is a registered investment business headquartered in Covington, LA. The company has offices in 14 locations and a total of 18 advisors. It controls $499 million in assets across its 2,608 client accounts, placing it among the larger firms in the United States by assets under management. Of its 2,608 customer accounts, just 10% are held by high-net-worth clients who have more than $1 million in assets. The firm performs a number of services, including 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 management usually depend on the services offered. However, fees billed by Beam Wealth Advisors, Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

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

72096 Ramos Avenue Suite D
Covington, LA 70433

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Beam Wealth Advisors, Inc Brokerage Details

Total Assets Under Management

$499,240,343

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

18

LA Average: 13
Total Number of Accounts

2,608

LA Average: 722
Average Account Size

$191,427

LA 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

Garrett Leroux Work History

Garrett has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Beam Wealth Advisors, Inc

2022 - Present (2 years)

Purshe Kaplan Sterling Investments

2020 - 2022 (2 years)

Ameriprise Financial Services, LLC

2019 - 2020 (1 year)

Wells Fargo Clearing Services, LLC

2019 - 2019 (< 1 year)

Gambino'S Bakery

2018 - 2019 (1 year)

Edward Jones

2017 - 2018 (1 year)

Gambino'S Bakery

2016 - 2016 (< 1 year)

Edward Jones

2014 - 2014 (< 1 year)

Mauer Financial

2013 - 2018 (5 years)

Varsity Theatre

2011 - 2014 (3 years)

United States Marine Corps

2011 - 2016 (5 years)

Louisiana State 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 Garrett Leroux 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
Garrett Leroux
Covington, LA
Bryant Swann
Tullahoma, TN
Jeffrey Cone
Columbus, OH
Amy Betts
Denver, CO
Jason Spears
Columbus, MS
Lee Cosgrove
Covington, LA

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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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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