Steven
Gregory

Beam Wealth Advisors, Inc

CRD#6581742
Investment Advisor
in Murfreesboro, TN

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About this Advisor

Steven Gregory is a financial advisor operating out of Murfreesboro, Tennessee with 6 years of industry experience. Gregory is currently employed by Beam Wealth Advisors, Inc. The advisor has gained experience at Securities America, Inc, Ray & Gregory, Pc, Beam Wealth Advisors, Inc and Purshe Kaplan Sterling Investments. Gregory maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Tennessee. Beam Wealth Advisors, Inc is a registered investment company operating out of Covington, LA. The firm has offices in 14 locations and a total of 18 people on staff. It controls $499 million in assets under management among its 2,608 accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 2,608 customer accounts, just 10% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Beam Wealth Advisors, Inc offers a diverse set 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 are based on the services offered. Fee types charged by Beam Wealth Advisors, Inc likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

6 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

142 Uptown Square
Murfreesboro, TN 37129

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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

Steven Gregory Work History

Steven has been registered as a financial advisor for 6 years.*

2022 - Present (2 years)

Purshe Kaplan Sterling Investments

2017 - Present (7 years)

Beam Wealth Advisors, Inc

2012 - Present (12 years)

Ray & Gregory, Pc

2015 - 2022 (7 years)

Securities America, Inc

*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 Steven Gregory 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
Jeffrey Cone
Columbus, OH
Amy Betts
Denver, CO
Lee Cosgrove
Covington, LA
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.

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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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