# BEAM WEALTH ADVISORS, INC.

> FINRA firm 109867 · ACTIVE · COVINGTON, LA

## Key facts

- **FINRA firm ID:** 109867
- **Firm name:** BEAM WEALTH ADVISORS, INC.
- **Other names:** ADVOCACY FINANCIAL, LLC, WHIDDON WEALTH MANAGEMENT, LLC, UNIVERSAL FINANCIAL GROUP, INC, TRUE COMPASS FINANCIAL, LLC, THRESHOLD, INC., SUMMIT INVESTMENT GROUP LLC, SOMMER INVESTMENTS, LLC, ROMANO INSURANCE & INVESTMENT GROUP, ROGERS AND ROGERS, PREMIER WEALTH MANAGEMENT GROUP, OBAN WEALTH MANAGEMENT LLC, MOUNTAIN WEST WEALTH, JUDD WEALTH MANAGEMENT, JOSEPH PIRETTI & ASSOCIATES, JDS WEALTH STRATEGIES, FINESTPLAN LC, FINANCIAL DESIGN GROUP, FINANCIAL AND INVESTMENT MANAGEMENT ADVISORS, INC., FINANCIAL AND INVESTMENT & MANAGEMENT ADVISORS, INC., DAVIS FINANCIAL, CYPRESS FINANCIAL GROUP, CHARLES BRYAN FINANCIAL GROUP, BGA WEALTH, BGA 401K, BENEDETTI, GUCER & ASSOCIATES, BEAM WEALTH ADVISORS, INC., BEAM WEALTH ADVISORS, BEAM ASSET MANAGEMENT, LLC, BEAM ASSET MANAGEMENT
- **Investment Adviser scope:** ACTIVE
- **SEC IA file number:** 801-60334
- **Branches:** 42
- **Has disclosure events:** No
- **Headquarters:** COVINGTON, LA, 70433, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/109867

## Citation

> FINRA BrokerCheck, firm 109867 (BEAM WEALTH ADVISORS, INC.). Retrieved via AI Analytics 2026-06-25 from https://api.ai-analytics.org/broker/109867.

---

*[FINRA firms dataset](/datasets/finra-firms) · CC0 1.0*