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Hugh E. Nichols

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CRD#: 1068003
HN

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Hugh Edward Nichols was a registered financial professional .

Hugh is a previously registered financial professional and started their career in finance in 1982. Hugh had worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 18, 2016 - December 31, 2016

BEAM WEALTH ADVISORS, INC.

RIA
CRD#: 109867
St. Charles, MO
Past

July 9, 2015 - December 31, 2016

SECURITIES AMERICA, INC.

BD
CRD#: 10205
SAINT CHARLES, MO
Past

September 8, 2009 - July 21, 2015

LPL FINANCIAL LLC

RIA
CRD#: 6413
SAINT CHARLES, MO
Past

September 8, 2009 - July 21, 2015

LPL FINANCIAL LLC

BD
CRD#: 6413
SAINT CHARLES, MO
Past

May 26, 2004 - September 8, 2009

MUTUAL SERVICE CORPORATION

RIA
CRD#: 4806
ST. CHARLES, MO
Past

January 4, 2002 - September 8, 2009

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
ST. CHARLES, MO
Past

March 3, 1997 - January 15, 2002

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

February 10, 1995 - March 19, 1997

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

June 6, 1994 - April 27, 1995

MARK TWAIN BROKERAGE SERVICES, INC.

BD
CRD#: 16925
Past

February 16, 1994 - March 31, 1994

MARK TWAIN BROKERAGE SERVICES, INC.

BD
CRD#: 16925
Past

May 3, 1991 - February 16, 1994

DAIN RAUSCHER INCORPORATED

BD
CRD#: 7600
Past

August 16, 1985 - May 8, 1991

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

October 20, 1983 - August 2, 1985

IAC SECURITIES, INC.

BD
CRD#: 14081
Past

May 11, 1983 - August 26, 1983

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
Past

October 20, 1982 - May 3, 1983

BROKER DEALER FINANCIAL SERVICES CORP.

BD
CRD#: 8073

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BEAM WEALTH ADVISORS, INC.
ADVOCACY FINANCIAL, LLC | WHIDDON WEALTH MANAGEMENT, LLC | UNIVERSAL FINANCIAL GROUP, INC | TRUE COMPASS FINANCIAL, LLC | THRESHOLD, INC. | SUMMIT INVESTMENT GROUP LLC | SOMMER INVESTMENTS, LLC | ROMANO INSURANCE & INVESTMENT GROUP | ROGERS AND ROGERS | PREMIER WEALTH MANAGEMENT GROUP | OBAN WEALTH MANAGEMENT LLC | MOUNTAIN WEST WEALTH | JUDD WEALTH MANAGEMENT | JOSEPH PIRETTI & ASSOCIATES | JDS WEALTH STRATEGIES | FINESTPLAN LC | FINANCIAL DESIGN GROUP | FINANCIAL AND INVESTMENT MANAGEMENT ADVISORS, INC. | FINANCIAL AND INVESTMENT & MANAGEMENT ADVISORS, INC. | DAVIS FINANCIAL | CYPRESS FINANCIAL GROUP | CHARLES BRYAN FINANCIAL GROUP | BGA WEALTH | BGA 401K | BENEDETTI, GUCER & ASSOCIATES | BEAM WEALTH ADVISORS, INC. | BEAM WEALTH ADVISORS | BEAM ASSET MANAGEMENT, LLC | BEAM ASSET MANAGEMENT

CRD#: 109867 / SEC#: 801-60334

RIA
Registered Investment Advisory firm - (6/22/2001 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 5/24/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


BW
BEAM WEALTH ADVISORS, INC.
ADVOCACY FINANCIAL, LLC | WHIDDON WEALTH MANAGEMENT, LLC | UNIVERSAL FINANCIAL GROUP, INC | TRUE COMPASS FINANCIAL, LLC | THRESHOLD, INC. | SUMMIT INVESTMENT GROUP LLC | SOMMER INVESTMENTS, LLC | ROMANO INSURANCE & INVESTMENT GROUP | ROGERS AND ROGERS | PREMIER WEALTH MANAGEMENT GROUP | OBAN WEALTH MANAGEMENT LLC | MOUNTAIN WEST WEALTH | JUDD WEALTH MANAGEMENT | JOSEPH PIRETTI & ASSOCIATES | JDS WEALTH STRATEGIES | FINESTPLAN LC | FINANCIAL DESIGN GROUP | FINANCIAL AND INVESTMENT MANAGEMENT ADVISORS, INC. | FINANCIAL AND INVESTMENT & MANAGEMENT ADVISORS, INC. | DAVIS FINANCIAL | CYPRESS FINANCIAL GROUP | CHARLES BRYAN FINANCIAL GROUP | BGA WEALTH | BGA 401K | BENEDETTI, GUCER & ASSOCIATES | BEAM WEALTH ADVISORS, INC. | BEAM WEALTH ADVISORS | BEAM ASSET MANAGEMENT, LLC | BEAM ASSET MANAGEMENT

CRD#: 109867 / SEC#: 801-60334

RIA
Registered Investment Advisory firm - (6/22/2001 Approved)
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Contact information


Main Address
72096 Ramos Avenue Suite D, Covington, LA 70433
Mailing Address
Phone number
(985) 893-1440
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (34 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BEAM BWA BROCHURE (3/31/2025)

Regulatory assets under management


Total Number of Accounts5,006
AUM (Assets Under Management)$ 1,314,316,357

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BEAM WEALTH ADVISORS, INC.

CRD#: 109867

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