GL
CFP
GL
CFP

Garrett Paul Leroux

7 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
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Location

72096 Ramos Avenue, Suite D, Covington, LA, 70433

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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.

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Other Business ActivitiesSells Insurance

Garrett is a Wealth Advisor and Financial Planner at BEAM Wealth Advisors, Inc., dedicating full-time hours to this role. He is also licensed to sell fixed insurance in Louisiana.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2022 - Present · 3 yrs 10 mos
Purshe Kaplan Sterling Investments
April 2022 - Present · 3 yrs 10 mos
Beam Wealth Advisors, INC.
February 2022 - Present · 4 yrs
Previous Registrations
Ameriprise Financial Services, LLCBroker
September 2020 - January 2022 · 1 yr 4 mos
Ameriprise Financial Services, LLC
September 2020 - January 2022 · 1 yr 4 mos
Wells Fargo Clearing Services, LLC
April 2019 - September 2020 · 1 yr 5 mos
Wells Fargo Clearing Services, LLCBroker
April 2019 - September 2020 · 1 yr 5 mos
Edward Jones
April 2018 - February 2019 · 10 mos
Edward JonesBroker
March 2018 - February 2019 · 11 mos
State Registrations10 states
ALCACOGAKYLAMSORTNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.