Elizabeth Dipp Metzger (CRD# 5753388) is an Investment Advisor Representative working at Eagle Strategies LLC in El Paso, TX and has over 13 years of experience in the finance industry.
CRD# 3268054
Charles Schwab & Company, Inc.
CRD# 5158953
Level Four Advisory Services
CRD# 5205193
J Beaver Investment Advisors Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crown Wealth Advisers, Llc D.b.a. Crown Wealth Strategies And In | El Paso, TX | Apr 2019 - Current | 5 |
| Crown Wealth Advisers, Llc D.b.a. Crown Wealth Strategies | El Paso, TX | Apr 2013 - Current | 11 |
| Eagle Strategies LLC | El Paso, TX | Aug 2011 - Current | 12 |
| Nylife Securities LLC | El Paso, TX | May 2010 - Current | 14 |
| New York Life Insurance Company | El Paso, TX | Jan 2010 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2011 |
- TX
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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