Bethany Beebe
Bethany Beebe is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mason, OH, with 4 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
8485 S Mason Montgomery Rd, Suite 1, Mason, OH, 45040
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bethany works as a financial advisor for Craig Capital Wealth Management, dedicating about half of her time to it. She is also an insurance agent for KAFL Insurance Resources, spending about 10-20% of her time on insurance sales.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.