Adam Beaty, financial advisor Pearland TX

Adam Beaty

CRD Number: 6336211
Current Firm: Bullogic Wealth Management

Adam Beaty (CRD# 6336211) is an Investment Advisor Representative working at Bullogic Wealth Management in Pearland, TX and has over 9 years of experience in the finance industry. Adam Beaty has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Nxt:gen Financial Planning
Professional Designations
Company Name Location Dates Years
Origin Financial San Francisco, CA Dec 2020 - Current 3
Bullogic Wealth Management Pearland, TX Sep 2018 - Current 5
Bullogic LLC Houston, TX Apr 2012 - Dec 2020 8
Quantum Pest Control Houston, TX May 2004 - Dec 2020 16
Bullogic Education Services LLC Pearland, TX Jan 2011 - Dec 2019 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Adam T. Beaty
Phone Number: 832-543-8890
Registered State(s):
  • LA
  • PA
  • TX
Current Firm Details
Bullogic Wealth Management
Firm's CRD Number: 298318
By the Numbers
  • Total Assets Under Management
    12
    MILLIONS
  • Total Number of Accounts
    133
    ACCOUNTS
  • Average Account Value
    $88,297
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

LA, PA, TX

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