BG
CFP · ChFC
BG
CFP · ChFC

Baburhan Gucer

26 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
2,151 clients
Average Client Portfolio
$611K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$75K
Loading...

Location

Cumming, GA

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Baburhan is a financial advisor and CFO at Beam Wealth Advisors, dedicating full-time hours to this role. He also has several other business activities, including real estate ownership, raw land management, fixed insurance sales, an alumni association role, notary public services, an insurance agency, and tax preparation and CPA services.

Employment History
Current Registrations
Beam Wealth Advisors, INC.
May 2023 - Present · 2 yrs 9 mos
Purshe Kaplan Sterling Investments
March 2013 - Present · 12 yrs 11 mos
Purshe Kaplan Sterling InvestmentsBroker
March 2013 - Present · 12 yrs 11 mos
Previous Registrations
Benedetti, Gucer & Associates
March 2013 - June 2024 · 11 yrs 3 mos
Ameriprise Financial Services, INC.
March 2003 - March 2013 · 10 yrs
Ameriprise Financial Services, INC.Broker
April 1999 - March 2013 · 13 yrs 11 mos
Ids Life Insurance CompanyBroker
April 1999 - July 2006 · 7 yrs 3 mos
State Registrations12 states
AZCAFLGALAMNMSNCPASCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.