TrueAdvisor
TrueAdvisor
HG
CFP
HG
CFP

Heather J Gardner

Beam Wealth Advisors, INC.
14 Years of Experience
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingInsurance PlanningHigh 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

Location

Jacksonville, FL

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History

Regulatory History (1)
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Regulatory
July 2023
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Heather sells fixed/traditional insurance products, dedicating minimal time to this activity. She also manages a rental property through Aubie Annex, LLC, spending a few hours per week, and is a wealth advisor for Beam Wealth Advisors, Inc.

Employment History
Current Registrations
Beam Wealth Advisors, INC.
March 2024 - Present · 1 yr 11 mos
Purshe Kaplan Sterling Investments
February 2023 - Present · 3 yrs
Purshe Kaplan Sterling InvestmentsBroker
February 2023 - Present · 3 yrs
Previous Registrations
Benedetti, Gucer & Associates
February 2021 - June 2024 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2014 - February 2021 · 7 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2014 - February 2021 · 7 yrs
Trustwell Financial Advisors, LLC
March 2011 - October 2013 · 2 yrs 7 mos
State Registrations4 states
FLGALATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.