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Beth A. Mayberry

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CRD#: 1324519
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Beth Arlyn Mayberry, who also goes by Beth A Mayberry, Beth Arlyn Mayberry-moss, Beth A Moss, Beth A Mayberry Moss, was a registered financial advisor .

Beth is a previously registered financial advisor and started their career in finance in 1984. Beth had worked at 9 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Beth A Mayberry | Beth Arlyn Mayberry-Moss | Beth A Moss | Beth A Mayberry Moss

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 19, 2007 - April 3, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
PORT CHARLOTTE, FL
Past

November 29, 2007 - April 3, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
PORT CHARLOTTE, FL
Past

May 22, 2007 - November 28, 2007

INVESTMENT CENTERS OF AMERICA, INC.

RIA
CRD#: 16443
PORT CHARLOTTE, FL
Past

May 2, 2007 - November 28, 2007

INVESTMENT CENTERS OF AMERICA, INC.

BD
CRD#: 16443
PORT CHARLOTTE, FL
Past

July 24, 2003 - September 7, 2006

AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC

RIA
CRD#: 111757
CHARLOTTE HARBOR, FL
Past

February 6, 2003 - July 24, 2003

AMSOUTH INVESTMENT SERVICES, INC.

RIA
CRD#: 15692
NORTH PORT, FL
Past

November 15, 2002 - September 7, 2006

AMSOUTH INVESTMENT SERVICES, INC.

BD
CRD#: 15692
NORTH PORT, FL
Past

October 23, 2001 - November 4, 2002

WILLIAM R. HOUGH & CO.

RIA
CRD#: 2235
SARASOTA, FL
Past

October 23, 2001 - November 4, 2002

WILLIAM R. HOUGH & CO.

BD
CRD#: 2235
ST. PETERSBURG, FL
Past

January 1, 1998 - October 22, 2001

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

June 7, 1993 - January 1, 1998

NATIONSSECURITIES

BD
CRD#: 32542
Past

July 25, 1989 - June 7, 1993

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

February 21, 1986 - July 3, 1989

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
Past

December 20, 1984 - January 18, 1986

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 11/27/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


RAYMOND JAMES FINANCIAL SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES, INC.
INVESTMENT MANAGEMENT & RESEARCH, INC | RAYMOND JAMES FINANCIAL SERVICES, INC. | RAYMOND JAMES FINANCIAL SERVICES | RAYMOND JAMES ADVISORY SERVICES

CRD#: 6694 / SEC#: , 8-17983

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
880 Carillon Parkway, St. Petersburg, FL 33716
Mailing Address
880 Carillon Parkway, St. Petersburg, FL 33716
Phone number
(727) 567-1000
Established
Florida since 09/12/1973
Firm type
Corporation
Fiscal year end
September
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
RAYMOND JAMES FINANCIAL, INC.OWNER
BARKO, SHAWN JOSEPHCHIEF COMPLIANCE OFFICER2690394
CURTIS, SCOTTDIRECTOR1707935
ELWYN, TASHTEGO SPRINGDIRECTOR2319098
GEIS, WILLIAM CHRISTIANDIRECTOR2171250
GRIGAS CALIGIURI, KARAPRINCIPAL FINANCIAL OFFICER, FINOP2146027
KRUCHTEN, STEPHEN EDWARDDIRECTOR1645287
REID, SHANNON BELVEALPRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR4815189
RUST, KEITH GPRINCIPAL OPERATIONS OFFICER5915636
SANTELLI, JONATHANGENERAL COUNSEL6306997

Disclosures


Regulatory Event128
Arbitration76

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

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