Beth Davis
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
General retirement planning
Work history
Edward Jones
2011 - Present (15 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Bret W
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Bret Wagner is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2005. In his role, he focuses on financial planning for high net worth clients, drawing on his extensive experience in the financial services industry. Prior to his current position, Bret worked as a Client Service Full Trader at Charles Schwab Corporation from 1999 to 2004. With 25 years of experience in the field, he brings a comprehensive understanding of financial markets and client service to his work. Outside of his professional career, Bret enjoys boating, fishing, golf, and outdoor adventures.
Kyle B
CFP®, Series 66
Oakmont, PA
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Troy S
Series 66
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Series 66
Oakmont, PA
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