Beam Wealth Advisors, Inc

Investment Advisor
in Covington, LA

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About this Advisor

Lee Cosgrove is a financial advisor based in Covington, Louisiana with 10 years of industry experience. Cosgrove is currently employed by Beam Wealth Advisors, Inc. Their career trajectory has included roles at Lpl Financial, Beam Wealth Advisors, Securities America, Inc and Purshe Kaplan Sterling Investments. Cosgrove has a Series 63 license, certifying them as a securities representative, and is approved to serve investors in Louisiana and Texas. Beam Wealth Advisors, Inc is an advisory business that has its headquarters in Covington, LA. The firm has offices in 14 locations and a total of 18 financial advisors. It controls $499 million in total assets across its 2,608 accounts, making it one of the larger investment advisory firms in the country by assets under management. Of its 2,608 accounts, just 10% are held by high-net-worth clients who have greater than $1 million in assets. Beam Wealth Advisors, Inc provides 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 fee schedules depend on which services the firm provides the client. However, fees charged by Beam Wealth Advisors, Inc can consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

10 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

72096 Ramos Avenue Suite D
Covington, LA 70433

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Beam Wealth Advisors, Inc Brokerage Details

Total Assets Under Management


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


LA Average: 13
Total Number of Accounts


LA Average: 722
Average Account Size


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

Lee Cosgrove Work History

Lee has been registered as a financial advisor for 10 years.*

2022 - Present (2 years)

Purshe Kaplan Sterling Investments

2012 - Present (12 years)

Beam Wealth Advisors

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 Lee Cosgrove 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

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