Amy Lynn Betts
Investment adviser representative at Beam Wealth Advisors, Inc.
13 yearsExperience
1 stateRegistered in
$1.6BFirm assets
25 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
- Market timing
- Seminars and workshops
Experience
13 years in the industry.
- Purshe Kaplan Sterling InvestmentsApr 2022 to now
- Beam Wealth Advisors, Inc.Jun 2019 to now
- Beam Wealth Advisors, Inc. (dba Benedetti, Gucer & Associates)Jan 2013 to now
- Benedetti, Gucer & AssociatesJan 2022 to Jun 2024
- Securities America, Inc.Jul 2015 to Mar 2022
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 4154449
- Firm CRD
- 109867