Patrick L. Beaman

EARNED WEALTH ADVISORS

NEW ORLEANS, LA

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CRD#: 2341502

Professional summary

Patrick Lee Beaman is a registered financial advisor currently at EARNED WEALTH ADVISORS, LLC located in New Orleans, Louisiana.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Patrick has worked at 13 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

1) JUDY BEAMAN RENTAL PROPERTY; NOT INVESTMENT RELATED; 1075 BAY STREET, TYBEE ISLAND, GEORGIA 31328; SEASONAL RENTAL PROPERTY; OWNER; START: 02/2017; NONE; NONE. 2) CIVIL AIR PATROL. PEACHTREE DEKALB AIRPORT 2000 AIRPORT RD CHAMBLEE, GA 30341. VOLUNTEER CAPTAIN. START DATE 01/2021, 3 HRS/MTH. ZERO DURING SEC TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Lee Beaman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

September 11, 2025 - Present

EARNED WEALTH ADVISORS, LLC

RIA

CRD#: 108052

NEW ORLEANS, LA

Past

February 3, 2022 - September 3, 2025

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

January 6, 2020 - December 3, 2021

TRANSAMERICA CAPITAL, LLC

CRD#: 8217

DENVER, CO

Past

June 9, 2011 - May 31, 2019

INVESCO ADVISERS, INC.

RIA

CRD#: 105360

Alpharetta, GA

Past

June 9, 2011 - May 31, 2019

INVESCO DISTRIBUTORS, INC.

CRD#: 7369

HOUSTON, TX

Past

March 31, 2011 - June 7, 2011

NEUBERGER BERMAN BD LLC

RIA

CRD#: 2908

BATON ROUGE, LA

Past

March 11, 2011 - June 7, 2011

NEUBERGER BERMAN BD LLC

CRD#: 2908

NEW YORK, NY

Past

December 18, 2008 - December 31, 2009

NEUBERGER BERMAN MANAGEMENT LLC

RIA

CRD#: 5493

ATLANTA, GA

Past

December 18, 2008 - June 7, 2011

NEUBERGER BERMAN MANAGEMENT LLC

CRD#: 5493

ATLANTA, GA

Past

September 9, 2005 - July 15, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BATON ROUGE, LA

Past

September 9, 2005 - July 15, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BATON ROUGE, LA

Past

January 23, 2002 - August 1, 2005

HIMCO DISTRIBUTION SERVICES COMPANY

CRD#: 6604

HARTFORD, CT

Past

September 26, 2000 - October 10, 2001

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

WINDSOR, CT

Past

September 9, 1999 - March 8, 2000

PUBLIC EMPLOYEES EQUITIES SERVICES COMPANY

CRD#: 7315

PALM BEACH GARDENS, FL

Past

July 8, 1998 - August 28, 2000

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

HOUSTON, TX

Past

April 22, 1993 - August 28, 2000

THE VARIABLE ANNUITY MARKETING COMPANY

CRD#: 5081

HOUSTON, TX

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".

EARNED WEALTH ADVISORS, LLC

CRD#: 108052 / SEC#: 801-57727

RIA

Registered Investment Advisory firm - (7/10/2000 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Louisiana
(9/11/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/28/2005

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/29/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/3/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/23/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/14/1993

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 8/13/1999

Investment Company Products/Variable Contracts Principal Examination

Current Firm

EARNED WEALTH ADVISORS, LLC

CRD#: 108052 / SEC#: 801-57727

RIA

Registered Investment Advisory firm - (7/10/2000 Approved)

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Contact information

Main Address

165 Lennon Lane Suite 200, Walnut Creek, CA 94598

Mailing Address

Phone number

(925) 939-2500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EARNED WEALTH ADVISORS, LLC FORM ADV PART 2A (12/5/2025)

Regulatory assets under management

Total Number of Accounts	3,544
AUM (Assets Under Management)	$ 1,916,730,533

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.

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Advisor Monitoring

Firm Stability Insights

Patrick L. Beaman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Lee Beaman's CRS (Customer Relationship Summary).

Certified licenses

Experience

UBS FINANCIAL SERVICES INC.

TRANSAMERICA CAPITAL, LLC

INVESCO ADVISERS, INC.

INVESCO DISTRIBUTORS, INC.

NEUBERGER BERMAN BD LLC

NEUBERGER BERMAN BD LLC

NEUBERGER BERMAN MANAGEMENT LLC

NEUBERGER BERMAN MANAGEMENT LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

HIMCO DISTRIBUTION SERVICES COMPANY

VOYA FINANCIAL PARTNERS, LLC

PUBLIC EMPLOYEES EQUITIES SERVICES COMPANY

VALIC FINANCIAL ADVISORS, INC.

THE VARIABLE ANNUITY MARKETING COMPANY

Primary Firm SEC Registration

EARNED WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/28/2005

Series 65

Date: 12/29/1999

Series 63

Date: 3/3/1998

SIE

Date: 10/1/2018

Series 7

Date: 5/23/2000

Series 6

Date: 4/14/1993

Series 26

Date: 8/13/1999

Current Firm

EARNED WEALTH ADVISORS, LLC

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EARNED WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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