Supreme Alliance
47yrs
Top advisor by experience in Charlotte
24yrs
Beth Long is a fiduciary financial advisor in Charlotte, North Carolina, with 24 years in the industry. Beth joined Wealthspire Retirement Advisory in 2024, after seven years at Kestra Advisory Services and 13 years at Kestra Investment Services. Wealthspire Retirement Advisory offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?Top 22% by experience in Charlotte
Office1901 Roxborough Road Suite 300, Charlotte, NC 28211
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$401,079
Advisors at the firm144
States licensed ?1 state
Services through Wealthspire Retirement Advisory
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersOther 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.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowWealthspire Retirement AdvisoryCurrent firm
- 2016 – 2023Kestra Advisory Services, LLCPreviously
- 2003 – 2016Kestra Investment Services, LLCPreviously
- Jul 2002 – Jan 2003New England SecuritiesPreviously
Contact Beth
(949) 460-9898Firm headquarters in Aliso Viejo, CA. Ask for Beth. 1901 Roxborough Road Suite 300Charlotte, NC 28211Office · Get directions Firm websitewww.wealthspire.com
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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?
- 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
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About Beth
How do I contact Beth?
Call Wealthspire Retirement Advisory at (949) 460-9898 and ask for Beth Long. Beth works from the Charlotte, NC office.
How long has Beth been a financial advisor?
Beth has been in the industry since 2002, about 24 years. Top 22% by experience in Charlotte.
What licenses does Beth hold?
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?
Wealthspire Retirement Advisory 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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