Merrill
47yrs
Top advisor by experience in State College
21yrs
Beth Loop
Financial advisor at Merrill
Beth Loop is a fiduciary financial advisor in State College, Pennsylvania, with 21 years in the industry. Beth joined Merrill in 2013, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 172 advisors with offices in State College, and one of 145 fiduciaries.
At a glance
Experience21 years (since 2006)
How that compares ?More experience than 66% of advisors at Merrill
Office475 Rolling Ridge Dr, State College, PA 16801
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
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
- 2013 – nowMerrillCurrent firm
Questions to ask Beth
Tailored to Beth’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Merrill at 800-637-7455 and ask for Beth Loop. Beth works from the State College, PA office.
How long has Beth been a financial advisor?
Beth has been in the industry since 2006, about 21 years. More experience than 66% of advisors at Merrill.
What licenses does Beth hold?
Series 63, Series 66. 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?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. 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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