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Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
BJ

Bethany J Dubuque

Vermont·CRD #6956354
IA Rep

Investment Adviser Rep at MASCOMA WEALTH MANAGEMENT

Experience
7 yrs
States
1
Exams
1
Since
2019
Fee
AUM
Minimum
$300k
View profile
BJ

Bethany Joy Hajny

Virginia·CRD #8224670
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

States
1
Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee
View profile
BJ

Bethany Joy Mullen

Alabama·CRD #6635741
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
8 yrs
States
25
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee
View profile
BM

Bethany Marie Kelly

Arkansas·CRD #4294942
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
25 yrs
States
5
Exams
5
Since
2001
Est. fee
AUM / Flat Fee
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BM

Bethany Mathewson Perrotti

Florida·CRD #2858383
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
27 yrs
States
1
Exams
9
Since
1999
Est. fee
AUM / Commission / Flat Fee
View profile
BN

Bethany N Halvorson

Alabama·CRD #5099048
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
17 yrs
States
43
Exams
6
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
BP

Bethany Paige Tice

Virginia·CRD #7031434
Dual-registered

Dual-registered at SPIRE WEALTH MANAGEMENT, LLC

Experience
7 yrs
States
1
Exams
4
Since
2019
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
BR

Bethany Ross Joyner

Alabama·CRD #8057770
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
1 yrs
States
4
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
BR

Bethany R. Wheeler

Georgia·CRD #7129154
IA Rep

Investment Adviser Rep at BISON WEALTH, LLC

Experience
5 yrs
States
1
Exams
1
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
BW

Bethany Wedge Scott

Florida·CRD #5897946
IA Rep

Investment Adviser Rep at MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Experience
15 yrs
States
4
Exams
4
Since
2011
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
BA

Beth A Reinking

N/A·CRD #5569894
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
16 yrs
Exams
3
Est. fee
AUM / Commission / Flat Fee
View profile
BB

Beth B Long

North Carolina·CRD #4544170
Dual-registered

Dual-registered at WEALTHSPIRE RETIREMENT ADVISORY

Experience
23 yrs
States
2
Exams
4
Since
2003
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
BC

Beth Cohen Rosenwald

Arizona·CRD #1844501
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
38 yrs
States
39
Exams
7
Since
1988
Est. fee
AUM / Flat Fee
View profile
BD

Beth Dedrick Lawlor

New Jersey·CRD #5352662
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
14 yrs
States
1
Exams
4
Since
2012
Fee
AUM / Other
View profile
BD

Beth D Terry

Alabama·CRD #4967076
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
19 yrs
States
29
Exams
4
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
BE

Beth E Helm

Alabama·CRD #4043406
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
26 yrs
States
34
Exams
3
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Betheney Marie McIntosh

Alabama·CRD #3215694
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
26 yrs
States
35
Exams
4
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
BG

Beth Gilbert French

Arizona·CRD #2858060
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
29 yrs
States
9
Exams
4
Since
1997
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BG

Beth Griffith

Arizona·CRD #4687973
Dual-registered

Dual-registered at WILLIAM BLAIR & COMPANY L.L.C.

Experience
23 yrs
States
36
Exams
4
Since
2003
Est. fee
AUM / Flat Fee
View profile
BJ

Beth J Levine

District Of Columbia·CRD #2549150
Dual-registered

Dual-registered at XML FINANCIAL GROUP

Experience
31 yrs
States
8
Exams
5
Since
1995
Est. fee
AUM / Hourly / Flat Fee
View profile
BK

Beth Kennedy Robak

Arizona·CRD #6873158
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
9 yrs
States
24
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
BK

Beth Kristen Carrington

Minnesota·CRD #4511565
IA Rep

Investment Adviser Rep at PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.

Experience
12 yrs
States
1
Since
2014
Est. fee
AUM / Hourly / Flat Fee
View profile
BL

Beth Laurie Blecker

Arizona·CRD #3092833
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
28 yrs
States
12
Exams
4
Since
1998
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BL

Beth Loop

Alabama·CRD #2721604
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
28 yrs
States
34
Exams
6
Since
1998
Est. fee
AUM / Commission / Flat Fee
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

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