Elizabeth Anderson, financial advisor Newport Beach CA

Elizabeth Anderson

CRD Number: 5936640
Current Firm: Wells Fargo Advisors Financial Network, LLC

Elizabeth Anderson (CRD# 5936640) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Newport Beach, CA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors Financial Network, LLC Newport Beach, CA Jan 2020 - Current 4
Ubs Financial Services Inc. Newport Beach, CA Feb 2013 - Jan 2020 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2017
Contact Info for Elizabeth A. Anderson
Phone Number: 314-875-3000
Firm Website: https://stories.wf.com/
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    103,107
    MILLIONS
  • Total Number of Accounts
    267,333
    ACCOUNTS
  • Average Account Value
    $385,689
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • 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, 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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