Elizabeth Roberson Carter

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S66 Uniform Combined State Law Examination
  2024-03-23

Other Names

• Elizabeth Kay Roberson
• Beth Roberson
• Beth Roberson Carter
• Beth Carter Roberson