Best Investors Account Sign in
Inactive

Beth B Long

Wealthspire Retirement Advisory

Charlotte, NC

Aliso Viejo, CA

Claim This Profile
Current Employers
Wealthspire Retirement Advisory

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-05-14
NC RA APPROVED 2024-05-06
  • OH RA
    APPROVED
    Since 2024-05-14
  • NC RA
    APPROVED
    Since 2024-05-06

Branch Locations

1901 Roxborough Road Suite 300, Charlotte, NC 28211 • United States

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Corporate Benefits, Inc. Charlotte NC 01/2003 03/2024
Kestra Advisory Services, Llc Charlotte NC 04/2016 03/2024
Kestra Investment Services, Llc Charlotte NC 04/2003 03/2024
Nfp Retirement, Inc. Aliso Viejo CA 05/2024 10/2025
Wealthspire Retirement Advisory Aliso Viejo CA 10/2025 Present
  • 01/2003 → 03/2024
    Corporate Benefits, Inc.
    Charlotte, NC
  • 04/2016 → 03/2024
    Kestra Advisory Services, Llc
    Charlotte, NC
  • 04/2003 → 03/2024
    Kestra Investment Services, Llc
    Charlotte, NC
  • 05/2024 → 10/2025
    Nfp Retirement, Inc.
    Aliso Viejo, CA
  • 10/2025 → Present
    Wealthspire Retirement Advisory
    Aliso Viejo, CA
Previous Registrations
  • 2016-04-20 → 2023-03-29
    Kestra Advisory Services, Llc
    Charlotte, NC
  • 2003-04-01 → 2016-09-22
    Kestra Investment Services, Llc
    Charlotte, NC
  • 2002-07-23 → 2003-01-02
    New England Securities
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-07-02
  • S66 Uniform Combined State Law Examination
    2002-07-02
Other Names
  • Beth Long

View on SEC IAPD

Other Firms

FIRST TRYON ADVISORS
MUIRFIELD WEALTH ADVISORS LLC
MAI CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
ARKADIOS WEALTH ADVISORS
MODERA WEALTH MANAGEMENT, LLC
TLG ADVISORS, INC.
CAPITALA PRIVATE ADVISORS, LLC

Other Investors

JOSHUA REESE BAILEY
PHILIP REESE BAILEY
MICHELE V STUTTS
BRANDON RICHARD PHILLIPS
BERT DEEMS MAY
LEILA TARATUS EVANS
Lindie Rheeder
Emily Ruth Johnson

Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor