Broker Check
Francis H. Beam III, CFP®

Francis H. Beam III, CFP®

Financial Planner

Achievements:

  • Registered Representative, Lincoln Financial Advisors Corp.
  • Over 30 years of financial experience
  • CERTIFIED FINANCIAL PLANNER™ practitioner certification
  • M.B.A., University of Chicago
  • B.S.E., Duke University

Frank specializes in comprehensive estate planning strategies, retirement, and investment planning, as well as related insurance and investment strategies for high-asset individuals. He uses his knowledge, experience, and sophisticated support systems to determine the appropriate financial strategies for successful business owners, key executives, and affluent retirees. With over three decades of financial experience, Frank has held a variety of positions in personal practice as well as corporate management. Prior to joining Lincoln Financial Advisors, Frank was associated with both Merrill Lynch and Prudential Securities and was a Planning Manager with BP America. He has earned a CERTIFIED FINANCIAL PLANNER™ Practitioner certification and has been featured in On Wall Street magazine. Frank is supported by a team of professionals dedicated to providing his clients with superior services, resources, products, and technologies. Frank accesses National and Regional Financial Planning and Investment Directors and their staffs to build comprehensive financial plans that are custom designed to help toward meeting the unique objectives of each client.