AdFi

Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
EC

Elizabeth Clark Jordan

Virginia·CRD #2991457
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
23 yrs
States
1
Exams
4
Since
2003
Est. fee
AUM / Commission / Flat Fee
View profile
EC

Elizabeth C Mandaleris

Florida·CRD #6117419
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
12 yrs
States
4
Exams
3
Since
2014
Est. fee
AUM / Commission / Flat Fee
View profile
EC

Elizabeth Collier Moore

Connecticut·CRD #1697027
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
15 yrs
States
2
Exams
4
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
EC

Elizabeth Coronato

New Jersey·CRD #2044706
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
16 yrs
States
2
Exams
4
Since
2010
Est. fee
AUM / Commission / Flat Fee
View profile
EC

Elizabeth Crume

Connecticut·CRD #7418605
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
ED

Elizabeth D Cochran

Connecticut·CRD #5943106
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
14 yrs
States
3
Exams
3
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
ED

Elizabeth Dean Mayhak

Georgia·CRD #6662035
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
6 yrs
States
1
Exams
3
Since
2020
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
ED

Elizabeth Despart

New York·CRD #7898861
Dual-registered

Dual-registered at ESI FINANCIAL ADVISORS

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
ED

Elizabeth D Hajnal

Georgia·CRD #5949439
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
15 yrs
States
3
Exams
3
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
ED

Elizabeth Duren Childress

Alabama·CRD #5461307
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
18 yrs
States
2
Exams
4
Since
2008
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
EE

Elizabeth E Flynn

Connecticut·CRD #6020673
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
14 yrs
States
3
Exams
5
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
EE

Elizabeth Ellen Chamberlain

Texas·CRD #6727380
Dual-registered

Dual-registered at SUNBELT SECURITIES

Experience
10 yrs
States
1
Exams
3
Since
2016
Est. fee
AUM / Flat Fee
Minimum
$25k
View profile
EE

Elizabeth Ellen Kindseth

Minnesota·CRD #6024203
IA Rep

Investment Adviser Rep at THE ADVOCATE GROUP, LLC

Experience
11 yrs
States
1
Since
2015
Est. fee
AUM / Flat Fee
View profile
EE

Elizabeth Ellen Villalta

Minnesota·CRD #2159709
Dual-registered

Dual-registered at FOCUS FINANCIAL

Experience
30 yrs
States
1
Exams
8
Since
1996
Fee
AUM / Hourly / Flat Fee / Other
View profile
EE

Elizabeth Ellen Wiley

Texas·CRD #2219041
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
15 yrs
States
2
Exams
4
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
EE

Elizabeth Evette Mock-Hernandez

Texas·CRD #4806931
Dual-registered

Dual-registered at WATERLOO CAPITAL

Experience
22 yrs
States
1
Exams
5
Since
2004
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$1.0M
View profile
EF

Elizabeth Faith Mungo

South Carolina·CRD #8128166
IA Rep

Investment Adviser Rep at BURGESS INVESTMENT GROUP, LLC

Experience
1 yrs
States
2
Exams
2
Since
2025
Est. fee
AUM / Flat Fee
View profile
EF

Elizabeth Fizell-Jenkins

Pennsylvania·CRD #5873573
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
15 yrs
States
1
Exams
3
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
EF

Elizabeth Flynn

New York·CRD #7469726
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
2 yrs
States
2
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
EG

Elizabeth Gamez

California·CRD #1989492
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
29 yrs
States
1
Exams
4
Since
1997
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
EG

Elizabeth G Coles

Delaware·CRD #3096352
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
26 yrs
States
4
Exams
3
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
EG

Elizabeth Gilbertanderson Runde

Washington·CRD #2319412
IA Rep

Investment Adviser Rep at RUNDE & CO. LLC

Experience
33 yrs
States
1
Exams
2
Since
1993
Est. fee
AUM
View profile
EG

Elizabeth Goodfellow

California·CRD #8203294
IA Rep

Investment Adviser Rep at SANTA BARBARA MANAGEMENT

States
3
Exams
1
Since
2026
Est. fee
AUM / Flat Fee / Other
Minimum
$100.0M
View profile
EG

Elizabeth G Prophete

Florida·CRD #6194525
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
13 yrs
States
2
Exams
5
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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