Garrett Leroux is a CFP-designated registered investment advisor, based in Metairie, LA, with 7 years of industry experience.
Location
Metairie, LA
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Garrett is a Wealth Advisor and Financial Planner at BEAM Wealth Advisors, Inc., dedicating full-time hours to this role. He is also licensed to sell fixed insurance in Louisiana.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2022 - Present · 4 yrs
Purshe Kaplan Sterling Investments
April 2022 - Present · 4 yrs
Beam Wealth Advisors, INC.
February 2022 - Present · 4 yrs 2 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
September 2020 - January 2022 · 1 yr 4 mos
Ameriprise Financial Services, LLC
September 2020 - January 2022 · 1 yr 4 mos
Wells Fargo Clearing Services, LLC
April 2019 - September 2020 · 1 yr 5 mos
Wells Fargo Clearing Services, LLCBroker
April 2019 - September 2020 · 1 yr 5 mos
Edward Jones
April 2018 - February 2019 · 10 mos
Edward JonesBroker
March 2018 - February 2019 · 11 mos
State Registrations10 states
ALCACOGAKYLAMSORTNTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.