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GK

Gabrielle E. Kong

BEAM WEALTH ADVISORS
Atlanta, GA 30328
CRD#: 7034792
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GK
Gabrielle Elizabeth KongBEAM WEALTH ADVISORS

Professional summary

Gabrielle Elizabeth Kong, who also goes by Gabi Kong, Gabrielle E Kong, Gabrielle Elizabeth Vogt, is a registered financial advisor currently at BEAM WEALTH ADVISORS, INC. located in Atlanta, Georgia.

Gabrielle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Gabrielle has worked at 9 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Gabi Kong | Gabrielle E Kong | Gabrielle Elizabeth Vogt

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gabrielle Elizabeth Kong'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

April 15, 2026 - Present

BEAM WEALTH ADVISORS, INC.

Office #1: 7000 Peachtree Dunwoody Rd. Ne Building 6, Suite 100, Atlanta, GA 30328
RIA
CRD#: 109867
Atlanta, GA
Past

August 22, 2024 - September 2, 2025

FOCUS PARTNERS WEALTH, LLC

RIA
CRD#: 159289
Atlanta, GA
Past

March 10, 2023 - December 2, 2024

GRATUS CAPITAL, LLC

RIA
CRD#: 173627
ATLANTA, GA
Past

April 6, 2022 - September 6, 2022

LPL FINANCIAL LLC

BD
CRD#: 6413
MARIETTA, GA
Past

April 5, 2022 - August 29, 2022

INDEPENDENT ADVISOR ALLIANCE, LLC

RIA
CRD#: 168267
Marietta, GA
Past

January 21, 2022 - March 18, 2022

WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC

BD
CRD#: 130139
PLYMOUTH, MN
Past

December 1, 2021 - March 18, 2022

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

RIA
CRD#: 116407
Charlotte, NC
Past

November 30, 2021 - April 1, 2022

LPL FINANCIAL LLC

BD
CRD#: 6413
CHARLOTTE, NC
Past

January 8, 2021 - December 8, 2021

CARROLL FINANCIAL ASSOCIATES INC

RIA
CRD#: 105427
CHARLOTTE, NC
Past

May 21, 2019 - December 3, 2021

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
CHARLOTTE, NC

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.

Highlighted states indicate IAR registrations

IAR
Georgia
(4/15/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/20/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/21/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/3/2019
Securities Industry Essentials Examination

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)
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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 (35 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BEAM BWA BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts5,006
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.

Company Information

BEAM WEALTH ADVISORS, INC.

CRD#: 109867Atlanta, GA 30328

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