Beth Ann Hearn

Current Employers

Employment History

• 04/2006 → 11/2017
  Waddell & Reed, Inc.
  Humble, TX
• 04/2006 → 11/2017
  Various Insurance Carriers For W&R Insurance Agencies, Inc.
  Houston, TX
• 11/2017 → 01/2025
  Lincoln Financial Advisors Corporation
  Houston, TX
• 01/2025 → Present
  Osaic Wealth, Inc.
  Houston, TX

Previous Registrations

• 2017-11-22 → 2025-01-24
  Osaic Fa, Inc.
  Houston, TX
• 2006-05-19 → 2017-11-28
  Waddell & Reed
  Humble, TX
  Humble, TX
  Edmond, OK
  Houston, TX
• 2005-10-03 → 2006-04-26
  Symphonic Financial Advisors Llc
  New York, NY
• 1989-09-06 → 2005-10-07
  Waddell & Reed
  Humble, TX

Other Businesses

1. Beth Hearn, 838 Garden Trace Lane, Houston, TX Category: Notary Investment-Related: No Title: Notary Duties: notarize documents Start Date: 11/2017 Hours per month: 1 Hours per month during trading hours: 1 2. Beth Hearn, 1330 Post Oak Blvd., Houston, TX Category: Insurance Investment-Related: Yes Title: Agent Duties: offers fixed/indexed annuities and traditional life insurance products. Start Date: 11/2017 Hours per month: 40 Hours per month during trading hours: 40 3. NOTARY POSITION: Self NATURE: Sole Proprietorship notary services INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/21/2017 ADDRESS: 838 Garden Trace Ln, Houston TX 77018, United States DESCRIPTION: notarize documents

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-06-13
• S63 Uniform Securities Agent State Law Examination
  1986-12-24

Designations

Other Names

• Beth Campbell
• Beth Spence
• Beth Hearn