Elizabeth Lariar, financial advisor Marana AZ

Elizabeth Lariar

CRD Number: 2365757
Current Firm: H.d. Vest Advisory Services, Inc.

Elizabeth Lariar (CRD# 2365757) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Marana, AZ and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
H.d. Vest Marana, AZ Nov 2008 - Current 11
Charbett Inc. Marana, AZ Oct 2008 - Current 11
Fortune Financial Services, Inc. New Brighton, PA Jan 2002 - Current 18
Betty Lariar, Ea Marana, AZ Jul 1991 - Current 28
Betty Lariar Tax & Accounting Services Langhorne, PA Jun 1990 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1993
S65 NASAA Investment Advisors Law Examination Oct 2011
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for Elizabeth A. Lariar
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    12,540
    MILLIONS
  • Total Number of Accounts
    61,344
    ACCOUNTS
  • Average Account Value
    $204,429
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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