Adam Michael Howard

CFP

13 Years of Experience

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

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.

Employment History

Current Registrations

Beam Wealth Advisors, INC.

June 2024 - Present · 1 yr 8 mos

Previous Registrations

Benedetti, Gucer & Associates

March 2023 - June 2024 · 1 yr 3 mos

B&c Financial Advisors

July 2016 - February 2023 · 6 yrs 7 mos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

September 2015 - June 2016 · 9 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

August 2015 - June 2016 · 10 mos

Fidelity Brokerage Services LLCBroker

April 2012 - May 2015 · 3 yrs 1 mo

State Registrations3 states

FLGATX

Advisor

Exams

No exam information available for this advisor.