Cheryl Lois Scout
Investment adviser representative at Beam Wealth Advisors, Inc.
9 yearsExperience
3 statesRegistered 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
9 years in the industry.
- Beam Wealth Advisors, Inc.Mar 2024 to now
- Beam Wealth Advisors, Inc. (f/k/a Benedetti Gucer & Associates)Mar 2018 to now
- Benedetti, Gucer & AssociatesMar 2018 to Jun 2024
- Wells Fargo AdvisorsAug 2015 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 3 states (FL, GA, TX).
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
- 4423245
- Firm CRD
- 109867