BL
BL

Beth B Long

22 Years of Experience
Areas of Practice
Retirement PlanningInvestment ManagementBusiness OwnersFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
139 advisors
Number of Clients
6,585 clients
Average Client Portfolio
$17.9M average
Assets Under Management
$118.0B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

1901 Roxborough Road, Suite 300, Charlotte, NC, 28211

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History

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.

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Other Business Activities

Beth is a partner at Long & Long LLP, a tax and accounting firm, since 2006. Beth's duties are insignificant, taking minimal time.

Employment History
Current Registrations
Wealthspire Retirement Advisory
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Kestra Advisory Services, LLC
April 2016 - March 2023 · 6 yrs 11 mos
Kestra Investment Services, LLCBroker
April 2003 - March 2023 · 19 yrs 11 mos
NFP Advisor Services, LLC
April 2003 - September 2016 · 13 yrs 5 mos
New England Securities Corporation
July 2002 - January 2003 · 6 mos
New England SecuritiesBroker
July 2002 - January 2003 · 6 mos
State Registrations2 states
NCOH
Advisor
Exams
No exam information available for this advisor.