Heather J Gardner
Investment adviser representative at Beam Wealth Advisors, Inc.
13 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$1.6BFirm assets
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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.
- Beam Wealth Advisors, Inc.Mar 2024 to now
- Pks InvestmentsFeb 2023 to now
- Beam Wealth Advisors, Inc. (f/k/a Benedetti, Gucer & Associates)Feb 2021 to now
- Benedetti, Gucer & AssociatesFeb 2021 to Jun 2024
- Bank of America, N.A.Oct 2014 to Feb 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2013 to Feb 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 4 states (FL, GA, LA, 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
- 5882325
- Firm CRD
- 109867