Tullahoma, TN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$1,379,692,992
ClientsTotal clients
2,207
AdvisorsAdvisors at this office
2
Of 25 advisors across 16 offices
Location
925 N. Washington Street
Tullahoma TN 37388
Advisors at this office
2
Advisors at this office
Cameron R
PFS™, Series 66
Tullahoma, TN
Beam Wealth Advisors, Inc.
Cameron Ray is a financial advisor at Beam Wealth Advisors, Inc. with 26 years of industry experience. He holds the PFS™ and Series 66 designations and has worked at Beam Wealth Advisors since 2013. In addition to his advisory role, he is a partner at the CPA firm Ray & Gregory PC. Beam Wealth Advisors, Inc. is a multi-team registered investment adviser managing approximately $1.6 billion in client assets. The firm serves individuals, businesses, trusts, estates, and retirement plans with wealth management, financial planning, and portfolio management services, emphasizing asset allocation and portfolio construction based on Modern and Post-Modern Portfolio Theory and behavioral finance.
Bryant S
CFP®, PFS™, Series 65
Tullahoma, TN
Beam Wealth Advisors, Inc.
Bryant Swann is a CFP® and PFS™ credentialed advisor with Beam Wealth Advisors, Inc., based in Tullahoma, TN, with three years of industry experience. He is also a CPA and partner at the accounting firm Ray & Gregory PC, where he performs tax preparation, tax planning, bookkeeping, and client relations. Prior to his current roles, he worked at Cracker Barrel Old Country Store and the Department of Defense. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses by providing comprehensive financial planning, investment management, and retirement plan consulting. The firm employs asset allocation and diversification strategies guided by Modern/Post-Modern Portfolio Theory and integrates affiliated tax and CPA services for coordinated planning.
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