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Beth A

Series 63, Series 66

Birmingham, AL

SPC

Beth Anderson is a financial advisor with SPC in Birmingham, AL, holding Series 63 and Series 66 designations and 22 years of industry experience. She previously worked at Concourse Financial Group Securities Inc for 12 years before joining Sigma Financial Corporation, a division of SPC. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisors and manages approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies based on client suitability and providing both discretionary and nondiscretionary management options.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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