Elizabeth Mahoney (CRD# 4696139) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Glendale, AZ and has over 20 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Scottsdale, AZ | Jan 2016 - Current | 8 |
| Stratos Wealth Partners, Ltd | Scottsdale, AZ | Jan 2016 - Current | 8 |
| Wells Fargo Advisors LLC | Surprise, AZ | May 2009 - Jan 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2003 |
- AZ
- LA
- TX
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Total Assets Under Management12,533MILLIONS
-
Total Number of Accounts37,396ACCOUNTS
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Average Account Value$335,150
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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