Elizabeth Adams (CRD# 6047227) is an Investment Advisor Representative working at Lpl Financial LLC in York, PA and has over 10 years of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5372026
Rkl Private Wealth
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | York, PA | Jul 2021 - Current | 1 |
| Bni | York, PA | Oct 2020 - Jul 2021 | < 1 |
| Life's Journey Financial LLC | York, PA | Jul 2020 - Jul 2021 | 1 |
| Elizabeth A Adams LLC | Dillsburg, PA | Feb 2020 - Jul 2021 | 1 |
| Various Insurance Carriers For W&r Insurance Agencies | Dillsburg, PA | Oct 2012 - Jul 2021 | 8 |
| Waddell & Reed Inc, | York, PA | Apr 2012 - Jul 2021 | 9 |
| Bni | York, PA | Aug 2019 - Aug 2019 | < 1 |
| Contact Helpline | Harrisburg, PA | Jul 2014 - Jan 2018 | 3 |
| Bni | York, PA | Oct 2015 - Oct 2017 | 2 |
| Letip Nternational, Inc. | Mesa, AZ | May 2013 - Mar 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2012 |
- PA
- TX
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Total Assets Under Management368,019MILLIONS
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Total Number of Accounts1,688,501ACCOUNTS
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Average Account Value$217,956
- 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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