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Beth Gilbert French

Advisor at OSAIC — Austin, CO

Updated today

Credentials

Series 63, Series 65

Experience

29 years

Location

Austin, CO

OSAIC logo

OSAIC

Institution

Total advisors

7,833

Across 3,555 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Beth French is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She previously worked at Securities America Advisors and SECURITIES AMERICA, Inc., serving in various roles over a combined 10-year period. Outside of her advisory work, she plays piano for the Presbyterian Church of Delta and provides notary services to clients and family members. OSAIC serves a diverse range of retail and institutional clients through a wide network of affiliated advisers and multiple platforms, offering integrated brokerage, advisory, financial planning, and retirement consulting services. The firm employs various portfolio construction tools and supports both proprietary and third-party managed account solutions.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Austin, CO

Austin CO

Advisors at this office

1

Most active in

Colorado

Work history

29 years of industry experience

OSAIC

2024 - Present • 2 years

Austin, CO

Securities America Advisors

2017 - 2024 • 7 years

La Vista, NE

SECURITIES AMERICA, inc.

2014 - 2024 • 10 years

Austin, CO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Adam C

Series 66

Hotchkiss, CO

Arax Advisory Partners

Adam Camacho is a financial advisor at Arax Advisory Partners with 19 years of industry experience and holds a Series 66 designation. His prior roles include positions at Equitable Advisors, Avera Capital Wealth Management, Cedrus LLC, and SRS Capital Advisors. Outside of his advisory work, he volunteers with the Fellowship of Christian Athletes and serves as treasurer for a local community organization in Hotchkiss, Colorado. Arax Advisory Partners is a multi-team SEC-registered wealth manager overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, utilizing a combination of internal portfolio management, third-party models, and tailored asset allocation, with a range of compensation structures including performance-based fees and carried interest.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
user avatar

Samantha S

Series 66

Delta, CO

Cetera

Samantha Seeley is a financial professional with two years of industry experience, currently affiliated with Cetera. She holds a Series 66 designation and has been associated with Cetera and related entities since 2020. Outside of her advisory role, she is also a notary public. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various investment programs and portfolio management services through a large network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Joel N

CFP®, Series 63, Series 65

Delta, CO

OSAIC

Joel Nelson is a CFP® with 26 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He has previously worked at Securities America Advisors and Securities America Inc. for 14 years. Nelson owns South Platte Agency, Inc., a property and casualty insurance business. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using asset-allocation tools and third-party money managers to manage portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Isaiah S

Series 66

Delta, CO

Edward Jones

Isaiah St Peter is a financial advisor with Edward Jones in Delta, Colorado, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he pursues oil painting as a hobby and sells originals and prints. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive

David S

Series 66

Delta, CO

Edward Jones

David Salcedo is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Valor Tactical Innovation, Sunbelt Solomon, and Capco Inc. Outside of advising, Salcedo holds a Certified Welding Inspector certificate and plans to maintain this credential as a potential income source in retirement. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

General retirement planning Inheritance planning Business ownership considerations Founder/Business Owner Hispanic/Latino/Latinx

Ty W

Series 66

Delta, CO

Edward Jones

Ty Withee is a financial advisor with Edward Jones in Delta, Colorado, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked for Shaw Construction, LLC for 14 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management General retirement planning Wealth management Founder/Business Owner
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