Lamar Beacham, CFP®
Financial Advisor
“As a Financial Advisor, I understand how hard folks work for their money, and they deserve
someone who will work hard for them. My approach is to be honest and candid with our
clients so they can have the knowledge in making the right decisions to meet their financial
goals.”
Originally from Texas, Lamar received a bachelor's degree in marine engineering and a
master’s degree in maritime administration and logistics from Texas A&M University. He began
his career as a broker at Charles Schwab and later worked for large asset managers
collaborating with financial advisors throughout the US to help maximize clients’ portfolios.
He is a CERTIFIED FINANCIAL PLANNER™, member of the National Eagle Scout Association and
Knights of Columbus.
To learn more about our financial and retirement services, fill out the form below and a member of our team will contact you shortly.
Contact Us
Belmont
123 N. Main Street
Belmont, NC 28012
Phone: (704) 825-1560
Cornelius
19600 West Catawba, Suite 201
Cornelius, NC 28031
Phone: (704) 825-1560
Ballantyne
15720 Brixham Hill, Suite 300
Charlotte, NC 28277
Phone: (704) 825-1560
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Investment advisory services offered through Fusion Capital Management, an SEC-registered investment advisor. Insurance and annuities offered through Belmont Capital Advisors, Inc, NC License #1000047399.