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Bryant Thomas Swann

Beam Wealth Advisors, Inc.

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About Bryant Thomas Swann

Bryant Thomas Swann is a registered Investment Advisor Representative with Beam Wealth Advisors, Inc.. Bryant is based in Tullahoma, Tennessee and has been in the industry since 2013. Bryant holds a Series 65 license and is also a Personal Financial Specialist. Bryant works with high net worth individuals, corporations, and other businesses. Bryant also works with individuals other than high-net-worth individuals. Bryant's firm provides advisory services such as financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Bryant Swann is currently registered with Beam Wealth Advisors, Inc.. Beam Wealth Advisors, Inc. is a Covington, Louisiana-based investment advisor managing over $577 million in assets for a diverse client base of individuals, high-net-worth individuals, and corporations. The firm offers a range of advisory services including financial planning, estate planning, pension consulting, educational seminars, market timing services, and selection of other advisors. They are committed to providing personalized portfolio management for businesses and individuals.
Beam Wealth Advisors, Inc.

72096 RAMOS AVENUE

COVINGTON, LA 70433

$577.44M

Assets Under Management

250

Total Clients

27

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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estate planning

Estate planning

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bryant Swann’s Registration & Firm History

TN

06/10/2022 - Present

Beam Wealth Advisors, Inc. (Tullahoma TN)

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Licenses & Designations

IA

Issued 06/10/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/21/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bryant Thomas Swann.
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