Garrett Paul Leroux
Investment adviser representative at Beam Wealth Advisors, Inc.
15 yearsExperience
2 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
15 years in the industry.
- Purshe Kaplan Sterling InvestmentsApr 2022 to now
- Beam Wealth Advisors, Inc.Jan 2022 to now
- Ameriprise Financial Services, LLCSep 2020 to Jan 2022
- Wells Fargo Clearing Services, LLCMar 2019 to Sep 2020
- Gambino's BakeryFeb 2019 to Mar 2019
- Edward JonesFeb 2018 to Mar 2019
- Gambino's BakeryDec 2017 to Feb 2018
- Varsity TheatreFeb 2013 to Jan 2018
- Louisiana State UniversityAug 2011 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (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
- 6641803
- Firm CRD
- 109867