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Elizabeth Roberson Carter

Wealth Enhancement Advisory Services, LLC

Athens, GA

Plymouth, MN

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Current Employers
Wealth Enhancement Advisory Services, Llc

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-05-16
  • GA RA
    APPROVED
    Since 2025-05-16

Branch Locations

1550 Timothy Rd Suite 102, Athens, GA 30606 • United States

505 N Highway 169 Suite 900, Plymouth, MN 55441 • 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
Edward Jones St Louis MO 11/2018 01/2024
Beca Designs Colbert GA 01/2001 12/2019
Edward Jones St Louis MO 01/2024 04/2025
Wealth Enhancement Group Athens GA 05/2025 Present
Wealth Enhancement Brokerage Services Athens GA 05/2025 Present
Wealth Enhancement Advisory Services Athens GA 05/2025 Present
  • 11/2018 → 01/2024
    Edward Jones
    St Louis, MO
  • 01/2001 → 12/2019
    Beca Designs
    Colbert, GA
  • 01/2024 → 04/2025
    Edward Jones
    St Louis, MO
  • 05/2025 → Present
    Wealth Enhancement Group
    Athens, GA
  • 05/2025 → Present
    Wealth Enhancement Brokerage Services
    Athens, GA
  • 05/2025 → Present
    Wealth Enhancement Advisory Services
    Athens, GA
Previous Registrations
  • 2024-03-28 → 2025-05-01
    Edward Jones
    Watkinsville, GA
    St. Louis, MO
    Colbert, GA
    Watkinsville, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-23
  • S66 Uniform Combined State Law Examination
    2024-03-23
Other Names
  • Elizabeth Kay Roberson
  • Beth Roberson
  • Beth Roberson Carter
  • Beth Carter Roberson

View on SEC IAPD

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KINGSWOOD WEALTH ADVISORS, LLC
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Other Investors

KRISTIN LYNN SMITH
JOHN RUFUS COLE
RACHEL ANN SMITH
LOUIS NICHOLAS PAPPAS
Stephen Kuzniak
R. Marshall Danner
Ian Payne
Robert B Farr

Other Offices

CANNON FINANCIAL STRATEGISTS, INC. · ATHENS, GA
PARK AVENUE SECURITIES LLC · Athens, GA
ELWOOD & GOETZ · ATHENS, GA
LPL FINANCIAL LLC · ATHENS, GA
EDWARD JONES · ATHENS, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Athens, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Athens, GA
KINGSWOOD WEALTH ADVISORS, LLC · Athens, GA

More in Athens, GA

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