BETH BERTHELOT FALKENSTEIN is an investment adviser representative (IAR) with state registration records since 2007, appearing at 4 firms. Currently registered with CREATIVE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVE PLANNING, LLC | 2016-06-17 | present | Yes |
| FISHER ASSET MANAGEMENT, LLC | 2014-05-14 | 2015-12-18 | — |
| PARK AVENUE SECURITIES LLC | 2009-08-25 | 2013-03-07 | — |
| LPL FINANCIAL LLC | 2007-01-18 | 2009-08-17 | — |