Joseph Michael O'sullivan
Investment adviser representative at Beam Wealth Advisors, Inc.
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.6BFirm assets
Are you Joseph Michael O'sullivan? Claim your profile
Contact this firm
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
- Market timing
- Seminars and workshops
Experience
18 years in the industry.
- Purshe Kaplan Sterling InvestmentsApr 2022 to now
- Beam Wealth Advisors, Inc.Dec 2008 to now
- Securities America IncJul 2015 to Mar 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1998
State registrations
Registered as an investment adviser representative in 1 state (LA).
Beam Wealth Advisors, Inc.
$1.6BAssets managed
2,258Clients
25Advisers
25 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
- 2926528
- Firm CRD
- 109867