Aldain C. Beam

DUNAMIS CAPITAL CONSULTING

Wellington, FL 33414

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CRD#: 2967415

Professional summary

Aldain Christopher Beam, who also goes by Al Beam, Aladain C Beam, Aldain C Beam, is a registered financial advisor currently at DUNAMIS CAPITAL CONSULTING, LLC located in Wellington, Florida.

Aldain is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Aldain has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Al Beam | Aladain C Beam | Aldain C Beam

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.

Independent Licensed Insurance Agent since 01/2019, I spend approximately 20 hours per month and 1 hour during the trading day managing the business of Dunamis Insurance as an Independent Licensed Agent. Owner Operator of Dunamis Management Associates since 2021, I spend approximately 20 hours per month and 1 hour during the trading day on business associated with Dunamis Management Associates and Non-Investment related business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aldain Christopher Beam's 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

March 18, 2020 - Present

DUNAMIS CAPITAL CONSULTING, LLC

Office #1: 12798 Forest Hill Blvd Suite 205b, Wellington, FL 33414

RIA

CRD#: 304922

Wellington, FL

Past

April 19, 2018 - December 21, 2018

B. RILEY WEALTH ADVISORS, INC.

RIA

CRD#: 115927

JUPITER, FL

Past

April 4, 2018 - December 21, 2018

NATIONAL SECURITIES CORPORATION

CRD#: 7569

JUPITER, FL

Past

March 13, 2017 - February 23, 2018

PFS INVESTMENTS INC.

RIA

CRD#: 10111

PALM BEACH GARDENS, FL

Past

February 8, 2017 - February 23, 2018

PFS INVESTMENTS INC.

CRD#: 10111

PALM BEACH GARDENS, FL

Past

May 10, 2007 - January 30, 2017

NATIONWIDE INVESTMENT ADVISORS, LLC

RIA

CRD#: 142373

COLUMBUS, OH

Past

June 16, 2006 - January 30, 2017

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

COLUMBUS, OH

Past

June 10, 2004 - November 24, 2004

PRECISION DISTRIBUTORS, LLC

CRD#: 115419

MILWAUKEE, WI

Past

October 24, 2003 - April 15, 2004

TCF INVESTMENTS, INC.

CRD#: 34954

MINNEAPOLIS, MN

Past

July 6, 2001 - July 19, 2002

STRONG CAPITAL MANAGEMENT INC

RIA

CRD#: 106638

MENOMONEE FALLS, WI

Past

March 5, 1998 - July 19, 2002

STRONG INVESTMENTS, INC.

CRD#: 15658

MENOMONEE FALLS, WI

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

Florida
(3/18/2020)

IAR

Texas
(10/13/2025)

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 65

Date: 5/29/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/13/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/26/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

DUNAMIS CAPITAL CONSULTING, LLC

CRD#: 304922 / SEC#:

Florida

Registered Investment Advisory firm - (3/18/2020 Approved)

Texas

Registered Investment Advisory firm - (10/13/2025 Conditional Restricted)

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Contact information

Main Address

12798 Forest Hill Blvd Suite 205b, Wellington, FL 33414

Mailing Address

Phone number

(561) 318-8730

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	170
AUM (Assets Under Management)	$ 8,363,825

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

Aldain C. Beam

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aldain Christopher Beam's CRS (Customer Relationship Summary).

Certified licenses

Experience

B. RILEY WEALTH ADVISORS, INC.

NATIONAL SECURITIES CORPORATION

PFS INVESTMENTS INC.

PFS INVESTMENTS INC.

NATIONWIDE INVESTMENT ADVISORS, LLC

NATIONWIDE INVESTMENT SERVICES CORPORATION

PRECISION DISTRIBUTORS, LLC

TCF INVESTMENTS, INC.

STRONG CAPITAL MANAGEMENT INC

STRONG INVESTMENTS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/29/2008

Series 63

Date: 3/13/1998

SIE

Date: 10/1/2018

Series 6

Date: 2/26/1998

Current Firm

DUNAMIS CAPITAL CONSULTING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DUNAMIS CAPITAL CONSULTING, LLC

TRUST BUT VERIFY

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