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James Curtis Beachum

CWA Asset Management Group

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About James Curtis Beachum

James Curtis Beachum is a financial advisor registered with CWA Asset Management Group. James has been in the financial services industry since 2015 and has experience working with clients in a range of industries. James holds Series 66 and Series 7 licenses. James is committed to helping clients achieve their financial goals and provides a variety of financial services including financial planning, portfolio management, and pension consulting.

Firm Information

James Beachum is currently registered with CWA Asset Management Group. Capital Wealth Advisors, a Naples, FL-based registered investment advisor, provides financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. They manage approximately $2.5 billion in assets for over 3,500 clients. The firm specializes in providing wealth management services to high net worth individuals, corporations, and retirement plans. They offer a variety of investment services, including customized portfolio management, financial planning, and retirement planning. Capital Wealth Advisors is dedicated to helping their clients achieve their financial goals.
CWA Asset Management Group

9130 GALLERIA COURT

NAPLES, FL 34109

$2.53B

Assets Under Management

1,515

Total Clients

37

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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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.

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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James Beachum’s Registration & Firm History

FL

06/13/2023 - Present

CWA Asset Management Group (NAPLES FL)

MI

01/24/2020 - 06/09/2023

AMERIPRISE FINANCIAL SERVICES, LLC (FARMINGTON HILLS MI)

MI

09/05/2017 - 01/30/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)

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Licenses & Designations

BOTH

Issued 10/25/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/05/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Curtis Beachum.
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