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Cheryl Lois Scout
Beam Wealth Advisors, INC.
23 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Tax Planning
Estate Planning
Charitable Giving
Financial Planning & Coaching
Insurance Planning
High Net Worth
Beam Wealth Advisors, INC.
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
Investment Management
Planning
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Location
7000 Peachtree Dunwoody Road, NE, Building 6, Suite 100, Atlanta, GA, 30328
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History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Employment Separation After Allegations
December 2010
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Beam Wealth Advisors, INC.
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Benedetti, Gucer & Associates
May 2018 - June 2024 · 6 yrs 1 mo
Wells Fargo Clearing Services, LLC
March 2011 - April 2018 · 7 yrs 1 mo
Wells Fargo Clearing Services, LLC
Broker
March 2011 - April 2018 · 7 yrs 1 mo
Chase Investment Services CORP.
July 2005 - December 2010 · 5 yrs 5 mos
Chase Investment Services CORP.
Broker
July 2005 - December 2010 · 5 yrs 5 mos
Sentra Securities CORP
December 2003 - August 2005 · 1 yr 8 mos
Sentra Securities Corporation
Broker
November 2003 - August 2005 · 1 yr 9 mos
Morgan Stanley
September 2001 - October 2003 · 2 yrs 1 mo
Morgan Stanley Dw INC.
Broker
September 2001 - October 2003 · 2 yrs 1 mo
State Registrations
3 states
FL
GA
TX
Advisor
Exams
No exam information available for this advisor.
Cheryl Lois Scout - Financial Advisor | TrueAdvisor