Beth Buckley Morgan

Current Employers

Employment History

• 09/2002 → 07/2024
  Lpl Financial, Llc
  Atlanta, GA
• 07/2024 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 07/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 08/2023 → Present
  Capital Words Llc
  Acworth, GA

Previous Registrations

• 2003-03-17 → 2024-07-05
  Lpl Financial Llc
  Woodstock, GA
  Atlanta, GA
  Acworth, GA
• 2002-07-03 → 2002-09-19
  Wells Fargo Clearing Services, Llc
  Kennesaw, GA

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 9/2023; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, FIXED ANNUITIES, & LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: RIDGE CAPITAL MANAGEMENT; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 5/2024, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES & SALE & SERVICE OF FIXED INSURANCE; 3. NAME OF OTHER BUSINESS: STERLINGBRIDGE INSURANCE AGENCY INC.; INVESTMENT RELATED: YES, ADDRESS: 38 AUSTIN STREET, WORCESTER, MASSACHUSETTS, 01609, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 1/2019, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT, APX NUMBER OF HOURS PER WEEK: 2, APX NUMBER OF HOURS DURING TRADING HOURS: 2, BRIEF DESCRIPTION OF DUTIES: DBA FOR SALE & SERVICE OF FIXED INSURANCE; 4. NAME OF OTHER BUSINESS: CAPITAL WORDS LLC; INVESTMENT RELATED: NO; ADDRESS: 221 BENNETT FARMS TRAIL, ACWORTH, GEORGIA, 30102; NATURE OF BUSINESS: FREELANCE WRITING & EDITING; START DATE: 8/2023; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: WRITING AND EDITING VARIOUS TYPES OF CONTENT; 5. NAME OF OTHER BUSINESS: ST. CATHERINE OF SIENA RCC; INVESTMENT RELATED: NO; ADDRESS: 1618 BEN KING ROAD ,KENNESAW, GEORGIA, 30144; NATURE OF BUSINESS: BOARD; START DATE: 6/2018; POSITION/TITLE/RELATIONSHIP: SECRETARY; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ADVISE AND OVERSEE FINANCIAL RECORDS OF THE CHURCH, MEET MONTHLY, & TAKE MINUTES; 6. NAME OF OTHER BUSINESS: ATLANTA DI CENTER; INVESTMENT RELATED: NO, ADDRESS: 101 MCCANLESS STREET, CARTERSVILLE, GEORGIA, 30120, NATURE OF BUSINESS: DISABILITY INSURANCE, START DATE: 5/2016, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: TO PROVIDE DISABILITY INSURANCE TO CLIENTS WHO NEED IT.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-02-17
• S63 Uniform Securities Agent State Law Examination
  1993-02-12

Other Names

• Beth Ellison Buckley
• Beth Buckley Morgan