Elizabeth Anselmi (CRD# 6901594) is an Investment Advisor Representative working at Lpl Financial LLC in Billings, MT and has over 3 years of experience in the finance industry.
CRD# 2759083
D.a. Davidson & Company
CRD# 4974354
Allied Investment Advisors LLC
CRD# 4470329
Stifel, Nicolaus & Company, Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Billings, MT | Sep 2021 - Current | 2 |
Stifel Nicolaus | Billings, MN | Jan 2018 - Sep 2021 | 3 |
First Interstate Bank | Billings, MN | Feb 2016 - Jan 2018 | 1 |
Western Security Bank | Billings, MN | May 2014 - Feb 2016 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2021 |
- MT
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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