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BA

Beth A. Andrews

NETWORTH ADVISORS
Canonsburg, PA 15317
Some features on this profile are disabled
CRD#: 2911013
BA

Professional summary


Beth Ann Andrews, CFP®, ChFC®, who also goes by Beth Ann Parker, is a registered financial advisor currently at NETWORTH ADVISORS, LLC located in Canonsburg, Pennsylvania.

Beth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Beth has worked at 9 firms and has passed the Series 63, Series 31, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Beth Ann Parker

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.
1)INDEPENDENT INSURANCE AGENT,YES, 1606 CARMODY CT., SUITE 104, SEWICKLEY, PA 15143,INDEPENDENT INSURANCE AGENT,INDEPENDENT INSURANCE AGENT,04/19/2005,160,160,SALES AND SERVICE OF FIXED INSURANCE PRODUCTS. 2)NETWORTH ADVISORS,YES, 1606 CARMODY CT, SUITE 104, SEWICKLEY, PA 15143,FIXED INSURANCE & FINANCIAL SERVICES,OWNER,,120,120,SERVICE CLIENTS AND PROSPECT FOR NEW CLIENTS

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Beth Ann Andrews's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 2001

Experience


Current

February 2, 2021 - Present

NETWORTH ADVISORS, LLC

Office #1: 135 Technology Drive Suite 100, Canonsburg, PA 15317
RIA
CRD#: 311621
Canonsburg, PA
Past

July 15, 2016 - September 24, 2021

AE WEALTH MANAGEMENT, LLC

RIA
CRD#: 282580
SEWICKLEY, PA
Past

June 3, 2011 - July 18, 2016

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA
CRD#: 132070
CANONSBURG, PA
Past

May 4, 2005 - June 2, 2011

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
CANONSBURG, PA
Past

April 18, 2005 - June 2, 2011

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
CANONSBURG, PA
Past

November 15, 2004 - April 15, 2005

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
WALKERTON, IN
Past

May 5, 2004 - November 9, 2004

KORHORN FINANCIAL GROUP

RIA
CRD#: 128606
GRANGER, IN
Past

March 11, 2002 - May 13, 2004

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
GRANGER, IN
Past

February 21, 2002 - April 15, 2005

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

July 8, 1997 - February 21, 2002

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

July 8, 1997 - February 21, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NA
NETWORTH ADVISORS, LLC
NETWORTH ADVISORS, LLC

CRD#: 311621 / SEC#: 801-128933

RIA
Registered Investment Advisory firm - (11/9/2023 Approved)
Pennsylvania
Registered Investment Advisory firm - (11/28/2023 Terminated)

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(2/2/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 7/28/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 9/29/2003
Futures Managed Funds Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


NA
NETWORTH ADVISORS, LLC
NETWORTH ADVISORS, LLC

CRD#: 311621 / SEC#: 801-128933

RIA
Registered Investment Advisory firm - (11/9/2023 Approved)
Pennsylvania
Registered Investment Advisory firm - (11/28/2023 Terminated)
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Contact information


Main Address
135 Technology Drive Suite 100, Canonsburg, PA 15317
Mailing Address
Phone number
(724) 746-3585
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (2 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A- NETWORTH ADVISORS, LLC (6/20/2025)

Regulatory assets under management


Total Number of Accounts1,031
AUM (Assets Under Management)$ 159,316,353

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


NETWORTH ADVISORS, LLC

CRD#: 311621Canonsburg, PA 15317

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