BEAM / BGA Wealth logo

BEAM / BGA Wealth Employee Directory

Financial ServicesLouisiana, United States11-50 Employees

BEAM / BGA Wealth operates in the financial services arena as an independent Registered Investment Advisor, providing personal financial planning and investment management. With more than 35 years in the field, the firm emphasizes clear, thorough, unbiased guidance delivered by experienced independent advisors. The company is based in Covington, Louisiana, at 72096 Ramos Avenue, Suite D.

Its services target individuals and households seeking long-term financial planning and investment oversight, delivered through objective advice. Within the wealth management landscape, BEAM / BGA Wealth positions itself on independence, focusing on professional guidance rather than sales-driven approaches, anchored by its regional presence in Covington.

Find BEAM / BGA Wealth employees' phone numbers or email addresses

BEAM / BGA Wealth Global Highlights

Location
Employees

North America
25

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  • United States Of America
    23
  • Canada
    2

Europe
5

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  • United Kingdom Of Great Britain And Northern Ireland
    4
  • Belgium
    1

Asia
2

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  • India
    2

BEAM / BGA Wealth's Leadership

  • Owner at BEAM / BGA Wealth
    A. L.
    Owner
  • Qualified Retirement Plan Consultant at BEAM / BGA Wealth
    C. C.
    Qualified Retirement Plan Consultant
  • Incoming Financial Advisor Intern at BEAM / BGA Wealth
    J. U.
    Incoming Financial Advisor Intern
  • Certified Divorce Financial Analyst at BEAM / BGA Wealth
    A. H.
    Certified Divorce Financial Analyst
  • Financial Advisor at BEAM / BGA Wealth
    G. L.
    Financial Advisor
  • Administrative Assistant at BEAM / BGA Wealth
    L. 笑.
    Administrative Assistant
  • Financial Executive at BEAM / BGA Wealth
    J. B.
    Financial Executive

BEAM / BGA Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Information Technology
  • Legal
  • Other
  • Consultant
  • Community & Social Services

Contact profiles from BEAM / BGA Wealth

Name
Title
Contact
Location
Last Update
  • Owner at BEAM / BGA Wealth
    A. L.
    Owner
    Belgium, Brussels
    Feb 18, 2026
  • Qualified Retirement Plan Consultant at BEAM / BGA Wealth
    C. C.
    Qualified Retirement Plan Consultant
    Sep 02, 2026
  • Incoming Financial Advisor Intern at BEAM / BGA Wealth
    J. U.
    Incoming Financial Advisor Intern
    Sep 07, 2026
  • Certified Divorce Financial Analyst at BEAM / BGA Wealth
    A. H.
    Certified Divorce Financial Analyst
    Oct 17, 2024
  • Financial Advisor at BEAM / BGA Wealth
    G. L.
    Financial Advisor
    Jun 08, 2026
  • Administrative Assistant at BEAM / BGA Wealth
    L. 笑.
    Administrative Assistant
    Sep 12, 2026
  • Financial Executive at BEAM / BGA Wealth
    J. B.
    Financial Executive
    United Kingdom, England
    Aug 31, 2026

Frequently Asked Questions

What is BEAM / BGA Wealth known for?

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BEAM / BGA Wealth operates in the Financial Services industry. You can contact BEAM / BGA Wealth's main corporate office by phone at . Explore BEAM / BGA Wealth's company overview page for more information.

What is BEAM / BGA Wealth's most common email format?

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BEAM / BGA Wealth employees' email format typically follows the pattern of FLast@fimadvisors.com. Trying to find reliable and up-to-date employee contact data? Find more BEAM / BGA Wealth email formats with LeadIQ.

How many employees does BEAM / BGA Wealth have currently?

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BEAM / BGA Wealth has approximately 39 employees as of August 2026. These team members are located across 3 continents, including North America, Europe and Asia.

Who are BEAM / BGA Wealth's key employees and leadership?

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As of August 2026, BEAM / BGA Wealth's key employees include:

  • Owner: A. L.
  • Qualified Retirement Plan Consultant: C. C.
  • Incoming Financial Advisor Intern: J. U.
  • Certified Divorce Financial Analyst: A. H.
  • Financial Advisor: G. L.

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