Baburhan Gucer
BEAM WEALTH ADVISORS
Cumming, GA
Some features on this profile are disabled
CRD#: 3207431
Professional summary
Baburhan Gucer, AIF®, CFP®, ChFC®, who also goes by Baburhan Nmi Gucer, Bob Gucer, is a registered financial advisor currently at BEAM WEALTH ADVISORS, INC. located in Cumming, Georgia and PURSHE KAPLAN STERLING INVESTMENTS located in Atlanta, Georgia.
Baburhan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Baburhan has worked at 5 firms and has passed the Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Baburhan Nmi Gucer | Bob Gucer
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)BENEDETTI AND GUCER PROPERTIES. NOT INVESTMENT RELATED. REAL ESTATE OWNERSHIP: COMMERCIAL, ATLANTA, GA 30328, INC:$1,000 TO $1,999. 2)BEAM WEALTH ADVISORS, INC (DBA BENEDETTI, GUCER & ASSOCIATES). INVESTMENT RELATED. AT REGISTERED LOCATION. RIA. ASSET MANAGEMENT BUSINESS. FINANCIAL ADVISOR. CFO. 03/2013. 160 HRS/MO. 3)PKS FINANCIAL SERVICES; INVESTMENT RELATED; ALBANY NY 12207-7/15/2013-PRESENT-AGENT, FIXED INSURANCE SALES 4)GALATASARAY USA ALUMNI ASSOCIATION-NOT INVESTMENT RELATED-CUMMING, GA 30040-ALUMNI ASSOCIATION OF GALATASARAY HIGH SCHOOL-VICE PRESIDENT-4/2019-5 HRS/MTH-0 DURING TRADING HRS-FACILITATE CONNECTIONS WITH GRADUATES OF GALATASARAY HA (ISTANBUL, TURKEY), LIVING IN THE USA 5)BENEDETTI AND GUCER TIMBER, LLC-NOT INVESTMENT RELATED-ATLANTA, GA 30328-RAW LAND MANAGEMENT TO PLANT PINE TREES-CO-CEO-9/2017-5 HRS/MTH-0 DURING TRADING HRS-OVERSEEING THE BUSINESS' FINANCIAL OPERATIONS AND HELP WITH THE NEGOTIATION PROCESS. 6) NOTARY PUBLIC; NOT INVESTMENT RELATED; ATLANTA GA 30328; NOTARY; 7/21/2021; 0.1 HRS/MO; 0.1 HRS DURING TRADING; NOTARIZE FORMS. 7)BGA TEAMS INSURANCE AGENCY LLC; INVESTMENT RELATED; ATLANTA GA 30328; INSURANCE AGENCY; MANAGING MEMBER/HALF OWNER; 02/2023; 3 HRS/MO; 1 HR DURING TRADING; OWNER/MANAGING MEMBER, SETUP INSURANCE AGENCY TO COMBINE INSURANCE SALES FOR BGA AND BEAM BRANCHES. 8) BEAM Tax Services LLC; NOT INVESTMENT RELATED; 7000 PEACHTREE DUNWOODY RD., NE, BLDG 6 SUITE 100; TAX PREP; OWNER; 10/2024; 2 HRS/MONTH; 2 HRS DURING SECURITIES HRS; TAX PREP. 9)Beam CPA Services, LLC. Non-Investment Related. 7000 PEACHTREE DUNWOODY RD., NE, BLDG 6 SUITE 100. CPA services. Managing Member/Owner. 1/2025. 2. 2. CPA services 10) BGA Teams, Inc. Non-Investment Related. 80 State Street, Albany NY, 12207. Holding Company. Managing Member. 01/2023. 1. 0. Managing member of holding company. 11) BGB Properties LLC. Not investment related. 4555 Westgate Dr, Cumming, GA 30040. Co-owner. 5/2025. 4 hours per month 0 hours during securities trading hours. Managing company's financials 12) Atlas Antiques LLC. Not investment related. 4555 Westgate Dr, Cumming, GA 30040. Co - owner. 4 hours per month 0 hours during securities trading hours. Bank management of the company
CRS (Client Relationship Summary) - RIA
Click below to view Baburhan Gucer'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®
CFP®
Start date: 2008
Experience
Current
May 26, 2023 - Present
BEAM WEALTH ADVISORS, INC.
Office #2: 7000 Peachtree Dunwoody Road, Ne Building 6, Suite 100, Atlanta, GA 30328RIA
CRD#: 109867
Cumming, GA
Current
March 19, 2013 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 7000 Peachtree Dunwoody Rd, Ne, Bldg 6 Suite 100, Atlanta, GA 30328BD
CRD#: 35747
Atlanta, GA
Past
March 8, 2013 - June 17, 2024
BENEDETTI, GUCER & ASSOCIATES
RIA
CRD#: 166911
CUMMING, GA
Past
March 19, 2003 - March 19, 2013
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
ATLANTA, GA
Past
April 30, 1999 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
April 30, 1999 - March 19, 2013
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
ATLANTA, GA
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.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(9/24/2013)
RR
California(8/3/2023)
RR
Florida(3/21/2013)
RR
Georgia(3/19/2013)
IAR
Georgia(5/30/2023)
IAR
Louisiana(5/26/2023)
RR
Louisiana(8/16/2024)
RR
Minnesota(8/22/2023)
RR
Mississippi(3/21/2013)
RR
North Carolina(10/1/2013)
RR
Pennsylvania(8/16/2024)
RR
South Carolina(4/11/2013)
IAR
Texas(6/11/2024)
RR
Virginia(8/16/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
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
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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)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,006 |
| 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.
