Beth Noelle Nori
Investment adviser representative at Kestra Advisory Services, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$79.8BFirm 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 assetsHourlyFixed 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
10 years in the industry.
- Kestra Advisory Services, LLCFeb 2022 to now
- Kestra Investment Services, LLCFeb 2022 to now
- Red Oak Financial GroupOct 2021 to Feb 2022
- LPL Financial LLCSep 2021 to Feb 2022
- Brotman FinancialOct 2016 to Sep 2021
- Kestra Investment Services, LLCOct 2016 to Sep 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (MD).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
- 6145562
- Firm CRD
- 283330