Merrill
44yrs
Top advisor by experience in Galveston
41yrs
Beth Eldridge is a fiduciary financial advisor in Galveston, Texas, with 41 years in the industry. After 21 years at American Portfolios Advisors and six years at Stanford Group, Beth joined Osaic Wealth in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Osaic Wealth reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 18 advisors with offices in Galveston, and one of 18 fiduciaries.
At a glance
Experience41 years (since 1986)
How that compares ?Top 3% by experience in Texas
OfficeGalveston, TX
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Oct 2024 – nowOsaic Wealth, Inc.Current firm
- 2003 – 2024American Portfolios Advisors, Inc.Previously
- 1998 – 2003Stanford Group CompanyPreviously
Questions to ask Beth
Tailored to Beth’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Beth
How do I contact Beth?
Call Osaic Wealth at 800-821-5100 and ask for Beth Eldridge. Beth works from the Galveston, TX office.
How long has Beth been a financial advisor?
Beth has been in the industry since 1986, about 41 years. Top 3% by experience in Texas.
What licenses does Beth hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Beth a fiduciary?
Beth is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Beth paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Beth for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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