Beth Rosner Conklin
Investment adviser representative at Paces Ferry Wealth Advisors, LLC
14 yearsExperience
1 stateRegistered in
ChFC®Designation
$491.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Paces Ferry Wealth Advisors, LLCJan 2024 to now
- Chappell Financial Group, LLCMay 2012 to Jan 2024
Designations
- ChFC®
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (GA).
Paces Ferry Wealth Advisors, LLC
$491.2MAssets managed
219Clients
5Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5800097
- Firm CRD
- 300057