BS
PFS
BS
PFS

Bryant Thomas Swann

3 Years of Experience
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

925 N. Washington Street, Tullahoma, TN, 37388

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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 Activities

Bryant is a CPA/Partner at Ray & Gregory, PC, an accounting firm, dedicating full-time hours. He is also a partner in Emerge Investment Group, a commercial property landlord, and a general partner in Swann Properties, a rental real estate business, spending minimal time on each.

Employment History
Current Registrations
Beam Wealth Advisors, INC.
June 2022 - Present · 3 yrs 8 mos
State Registrations1 state
TN
Advisor
Exams
No exam information available for this advisor.