Bryant Thomas Swann
Investment adviser representative at Beam Wealth Advisors, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certification, PFSDesignations
$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
10 years in the industry.
- Beam Wealth Advisors, Inc.Jun 2022 to now
- Ray & Gregory PcNov 2020 to now
- Cracker Barrel Old Country StoreJul 2019 to Nov 2020
- Department of DefenseMay 2018 to Jul 2019
- Ray & Gregory PcJan 2016 to May 2018
Designations
- CFP® certification
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 6902929
- Firm CRD
- 109867