Beth French, financial advisor Austin CO

Beth French

CRD Number: 2858060
Current Firm: Securities America Advisors, Inc.

Beth French (CRD# 2858060) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Austin, CO and has over 22 years of experience in the finance industry.

Similar Advisors
Harold Brill, financial advisor Austin CO
Harold A. Brill
CRD# 1946338
Natural Investments
Similar Advisors
Daniel Burris, financial advisor Austin CO
Daniel Burris
CRD# 6916789
Edward Jones
Similar Advisors
Renae Coffman, financial advisor Austin CO
Renae M. Coffman
CRD# 5614989
Cetera Investment Advisers LLC
Company Name Location Dates Years
Securities America Advisors La Vista, NE Jul 2017 - Current 6
Securities America, Inc. Austin, CO Nov 2014 - Current 9
Sunset Financial Services, Inc. Austin, CO Feb 1997 - Nov 2014 17
Kansas City Life Insurance Austin, CO Nov 1996 - Nov 2014 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2001
S65 NASAA Investment Advisors Law Examination May 2017
Contact Info for Beth G. French
Phone Number: 402-399-9111
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    38,164
    MILLIONS
  • Total Number of Accounts
    200,228
    ACCOUNTS
  • Average Account Value
    $190,602
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.