RF
Ryan M. Flurie
BEAM WEALTH ADVISORS
West Grove, PA
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CRD#: 5839257
RF
Ryan Matthew FlurieBEAM WEALTH ADVISORS
Professional summary
Ryan Matthew Flurie, CFP®, who also goes by Ryan Flurie, is a registered financial advisor currently at BEAM WEALTH ADVISORS, INC. located in West Grove, Pennsylvania and PURSHE KAPLAN STERLING INVESTMENTS located in Covington, Louisiana.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Ryan has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.
Aliases
Ryan Flurie
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. Beam Wealth Advisors. Investment Related. At Registered location. RIA. IAR/wealth advisor. 8/2026 160 hrs/month with 8 during trading hours. Provide financial advice based on the needs of clients. 2. Fixed Insurance. Investment Related. At Registered location. Independent Insurance agency. Agent. Fixed/traditional insurance. 1/2024. 20 hrs/month all during trading hrs. Provide insurance advice based on the needs of clients. 3. PKSF. Investment Related. At Registered location. Independent Insurance agency. Agent. Fixed/traditional insurance. 1/2024. 20 hrs/month all during trading hrs. Provide insurance advice based on the needs of clients.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Matthew Flurie'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: 2014
Experience
Current
August 6, 2026 - Present
BEAM WEALTH ADVISORS, INC.
RIA
CRD#: 109867
West Grove, PA
Current
July 29, 2026 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 72096 Ramos Ave Suite D, Covington, LA 70433BD
CRD#: 35747
Covington, LA
Past
March 6, 2024 - July 17, 2026
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
ALBANY, NY
Past
January 19, 2024 - July 17, 2026
SUMMIT FINANCIAL, LLC
RIA
CRD#: 299322
WEST GROVE, PA
Past
August 24, 2016 - January 11, 2024
VANGUARD ADVISERS, INC.
RIA
CRD#: 106715
Malvern, PA
Past
August 24, 2016 - January 11, 2024
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
MALVERN, PA
Past
August 12, 2015 - August 11, 2016
MALLARD FINANCIAL PARTNERS INC
RIA
CRD#: 169009
NEWARK, DE
Past
October 25, 2012 - April 21, 2015
WFG ADVISORS, LP
RIA
CRD#: 125073
NEW CASTLE, DE
Past
October 25, 2012 - April 21, 2015
WFG INVESTMENTS, INC.
BD
CRD#: 22704
WILMINGTON, DE
Past
February 2, 2011 - October 29, 2012
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
NEW CASTLE, DE
Past
November 1, 2010 - October 29, 2012
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
NEW CASTLE, DE
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
IAR
Louisiana(8/13/2026)
RR
Pennsylvania(7/29/2026)
IAR
Pennsylvania(8/6/2026)
IAR
Texas(8/6/2026)
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)Loading...
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 (35 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.
