Bryant
Swann

Beam Wealth Advisors, Inc

CRD#6902929
Investment Advisor
in Tullahoma, TN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Bryant Swann is a financial advisor who works out of Tullahoma, Tennessee with a total of 1 year of relevant experience. Swann is an employee of Beam Wealth Advisors, Inc. The advisor has gained experience at Ray & Gregory Pc, Cracker Barrel Old Country Store, Department Of Defense, Stan Mcnabb Chevrolet and Franklin County High School. Swann maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to operate in Tennessee. Beam Wealth Advisors, Inc is a registered investment company that has its headquarters in Covington, LA. The company has offices in 14 locations and a total of 18 people on staff. It administers $499 million in assets across its 2,608 customer accounts, making it one of the larger 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. Beam Wealth Advisors, Inc has a broad assortment 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. Financial advisory fees largely depend on which services are provided. Fee types charged by Beam Wealth Advisors, Inc can be comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

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

925 N. Washington Street
Tullahoma, TN 37388

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Beam Wealth Advisors, Inc Brokerage Details

Total Assets Under Management

$499,240,343

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

18

TN Average: 13
Total Number of Accounts

2,608

TN Average: 722
Average Account Size

$191,427

TN 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

Bryant Swann Work History

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

2020 - Present (4 years)

Ray & Gregory Pc

2019 - 2020 (1 year)

Cracker Barrel Old Country Store

2018 - 2019 (1 year)

Department Of Defense

2016 - 2018 (2 years)

Ray & Gregory Pc

2013 - 2016 (3 years)

Stan Mcnabb Chevrolet

2011 - 2014 (3 years)

Franklin County High School

*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 Bryant Swann 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
Lee Cosgrove
Covington, LA
Jeffrey Cone
Columbus, OH
Amy Betts
Denver, CO
Jason Spears
Columbus, MS

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started