Carletta O. Beckwith
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.
Carletta Ovenia Beckwith, CFP®, who also goes by Carletta Ovenia Smith, was a registered financial professional .
Carletta is a previously registered financial professional and started their career in finance in 2017. Carletta had worked at 1 firm .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 19, 2017 - September 6, 2018
STONEGATE WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
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Exams
Current Firm
STONEGATE WEALTH MANAGEMENT, LLC
CRD#: 121412 / SEC#: 801-63331
Contact information
Regulatory assets under management
| Total Number of Accounts | 72 |
| AUM (Assets Under Management) | $ 54,273,777 |
Red Flags
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