Beth Nori is a CFP-designated registered investment advisor, based in Timonium, MD, with 9 years of industry experience. Beth is also registered as a broker, so some compensation may come from commissions on products sold.
Location
16 Greenmeadow Dr, Ste 201, Timonium, MD, 21093
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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
Beth works as an associate advisor for Brotman Financial Group and BFG Financial Advisors, focusing on financial planning and insurance, dedicating nearly full-time hours to these roles. She also works as an investment advisor representative for Kestra Advisory Services, LLC, spending a significant amount of time on investment advisory services.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Red Oak Financial Group
LPL Financial LLCBroker
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
State Registrations1 state
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.
Exams
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