Gabrielle Elizabeth Kong
Investment adviser representative at Beam Wealth Advisors, Inc.
14 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
14 years in the industry.
- Beam Wealth Advisors, Inc.Sep 2025 to now
- The Colony Group, LLCAug 2024 to Sep 2025
- Gratus Capital, LLCSep 2022 to Jul 2024
- Independent Advisor AllianceApr 2022 to Aug 2022
- Wealth Enhancement Brokerage ServicesDec 2021 to Mar 2022
- Wealth Enhancement GroupDec 2021 to Mar 2022
- LPL Financial, LLCNov 2021 to Mar 2022
- Wealth Enhancement Advisory Services LLCNov 2021 to Mar 2022
- Green VerityFeb 2021 to Nov 2021
- Carroll FinancialOct 2018 to Nov 2021
- Cetera Advisor NetworksOct 2018 to Nov 2021
- N/aAug 2018 to Oct 2018
- Preferred Electric Co., Inc.Dec 2012 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 7034792
- Firm CRD
- 109867