Margaret Aldonse Meaux
Investment adviser representative at Beaumont Asset Management, LLC
11 yearsExperience
2 statesRegistered in
$365.2MFirm assets
10 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
Experience
11 years in the industry.
- Beaumont Asset Management, LLCNov 2021 to now
- Wells FargoSep 2019 to Nov 2021
- N/aJun 2019 to Aug 2019
- Conn's HomeplusMay 2018 to Aug 2018
- Beaumont Asset Management, LLCMay 2017 to Aug 2017
- University of DallasAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Beaumont Asset Management, LLC
Legal name: Beaumont Asset Management, L.L.C.
$365.2MAssets managed
219Clients
3Advisers
10 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
- 7037514
- Firm CRD
- 150407