CR
Cameron L. Ray
BEAM WEALTH ADVISORS
TULLAHOMA, TN 37388
Some features on this profile are disabled
CRD#: 4245930
CR
Professional summary
Cameron L Ray is a registered financial advisor currently at BEAM WEALTH ADVISORS, INC. located in Tullahoma, Tennessee and PURSHE KAPLAN STERLING INVESTMENTS located in Albany, New York.
Cameron is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Cameron has worked at 5 firms and has passed the Series 66, SIE and Series 7 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) Anchor Capital; Not Investment Related; 925 N. Washington Street, Tullahoma, TN 37388; real estate, rental property/farming, self rental; partner; 09/10/1997; 10-15hrs/mo; 0 during trading; collect rents, pay repairs and property taxes, manage tenants and send out late notices. 2) BEAM Wealth Advisors; Investment Related; Same as BD Branch; RIA; IAR; July 2013; 130 hrs/mo; 4-5hrs during trading; IAR of RIA Firm. Offer Advisory services to clients. 3) Ray & Gregory PC; Not Investment Related; Same as BD Branch; CPA Firm; CPA/Partner; September 1997; 170 hrs/mo; 170 hrs during trading; CPA/Partner. 4) Self- Insurance; Investment Related; Same as BD Branch; Insurance Sales; January 2019; 0 hrs/mo; 0 hrs during trading; Insurance License, have the ability to sell insurance on a case by case basis. 5) Phoenix Capital; Not Investment Related; Same as BD Branch; real estate, rental property, husband and wife asset collection for financial statement purposes, business records the value of our personal belongings and other household assets; partner; 09/01/1997; 0 hrs/mo; 0 hrs during trading; My wife and I own personal real estate which we rent and also place our personal assets in the business to have an accounting of our estate.
CRS (Client Relationship Summary) - RIA
Click below to view Cameron L Ray'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®
NoneExperience
Current
November 8, 2013 - Present
BEAM WEALTH ADVISORS, INC.
Office #1: 925 N. Washington Street, Tullahoma, TN 37388RIA
CRD#: 109867
TULLAHOMA, TN
Current
April 1, 2022 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 80 State Street, Albany, NY 12207Office #2: 925 N. Washington Street, Tullahoma, TN 37388BD
CRD#: 35747
ALBANY, NY
Past
July 9, 2015 - April 1, 2022
SECURITIES AMERICA, INC.
BD
CRD#: 10205
TULLAHOMA, TN
Past
July 29, 2010 - March 27, 2013
LPL FINANCIAL LLC
RIA
CRD#: 6413
TULLAHOMA, TN
Past
July 28, 2010 - July 21, 2015
LPL FINANCIAL LLC
BD
CRD#: 6413
TULLAHOMA, TN
Past
September 20, 2000 - July 28, 2010
CETERA FINANCIAL SPECIALISTS LLC
BD
CRD#: 10358
TULLAHOMA, TN
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
Kentucky(5/5/2025)
IAR
Tennessee(11/8/2013)
RR
Tennessee(4/1/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
Registered Investment Advisory firm - (6/22/2001 Approved)Upgrade to AdvisorCheck Premium
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
