Beth
Long
Nfp Retirement Inc
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About this Advisor
Beth Long is a financial advisor based in Charlotte, North Carolina, working with Nfp Retirement Inc. Beth has previously held positions at Corporate Benefits, Inc, Kestra Advisory Services, LLC, Kestra Investment Services, LLC, Nfp Retirement, Inc, and Nfp Securities, Inc. Beth has passed the Series 66 regulatory exam and is registered to provide services in North Carolina and Ohio. Currently, Beth is part of Nfp Retirement Inc, which operates out of Charlotte, North Carolina. The firm has 26 offices and 219 employees. The firm manages assets totaling $96.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Nfp Retirement Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Nfp Retirement Inc Brokerage Details
$96,454,495,427
219
5,514
$17,492,654
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Beth Long Work History
Nfp Retirement, Inc
Kestra Advisory Services, LLC
Corporate Benefits, Inc
Kestra Investment Services, LLC
Nfp Securities, Inc
Disclosures
Please visit the SEC profile of Beth Long to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
