Patrick Lee Beaman
Investment adviser representative at Earned Wealth Advisors, LLC
15 yearsExperience
1 stateRegistered in
$3.1BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Earned Wealth Advisors, LLCAug 2025 to now
- UBS Financial Services.incDec 2021 to Aug 2025
- Transamerica Capital, Inc.Jan 2020 to Dec 2021
- UnemployedJun 2019 to Dec 2019
- Invesco Advisers, Inc.Jun 2011 to May 2019
- Invesco Distributors, Inc.Jun 2011 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (LA).
Earned Wealth Advisors, LLC
$3.1BAssets managed
1,875Clients
46Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2341502
- Firm CRD
- 108052