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+)
EG

Elizabeth Grace Deniker

New Hampshire·CRD #8148767
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
EG

Elizabeth Grace Mustico

Florida·CRD #8121679
IA Rep

Investment Adviser Rep at THE MUSTICO FINANCIAL GROUP, INC.

Experience
1 yrs
States
2
Exams
2
Since
2025
Est. fee
AUM / Hourly
Minimum
$100k
View profile
EG

Elizabeth Grace Yeo

Indiana·CRD #6033689
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
EG

Elizabeth Graham Trecartin

Texas·CRD #6321557
Dual-registered

Dual-registered at PENN DAVIS MCFARLAND INC

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM
Minimum
$1.0M
View profile
EG

Elizabeth Griffith Kirkpatrick

California·CRD #1101665
Dual-registered

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

Experience
43 yrs
States
2
Exams
4
Since
1983
Est. fee
AUM / Commission / Flat Fee
View profile
EH

Elizabeth Haas Poplin

Illinois·CRD #4457525
Dual-registered

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

Experience
25 yrs
States
3
Exams
4
Since
2001
Est. fee
AUM / Commission / Flat Fee
View profile
EH

Elizabeth Haley Rockwell

Connecticut·CRD #5041734
Dual-registered

Dual-registered at SUMMIT FINANCIAL, LLC

Experience
20 yrs
States
2
Exams
4
Since
2006
Est. fee
AUM / Flat Fee
Minimum
$100k
View profile
EH

Elizabeth Han

California·CRD #5765318
Dual-registered

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

Experience
11 yrs
States
2
Exams
5
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
EH

Elizabeth Hastings Daniels

Massachusetts·CRD #8061424
IA Rep

Investment Adviser Rep at MODERA WEALTH MANAGEMENT, LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Fee
AUM / Hourly / Flat Fee
View profile
EH

Elizabeth Hathaway

Arkansas·CRD #1043420
Dual-registered

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

Experience
37 yrs
States
2
Exams
4
Since
1989
Est. fee
AUM / Commission / Flat Fee
View profile
EH

Elizabeth Hazel Anderson

North Carolina·CRD #6793256
Dual-registered

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

Experience
9 yrs
States
2
Exams
5
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
EH

Elizabeth H Burnette

Texas·CRD #5802254
Dual-registered

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

Experience
14 yrs
States
2
Exams
3
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
EH

Elizabeth Heeter

Vermont·CRD #7243460
Dual-registered

Dual-registered at ESI FINANCIAL ADVISORS

Experience
5 yrs
States
1
Exams
4
Since
2021
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
EH

Elizabeth Hilary Sharp

Texas·CRD #5676786
Dual-registered

Dual-registered at BROWN | MILLER WEALTH MANAGEMENT, LLC

Experience
11 yrs
States
2
Exams
4
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
EH

Elizabeth Hildreth Groh

California·CRD #719835
Dual-registered

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

Experience
46 yrs
States
2
Exams
4
Since
1980
Est. fee
AUM / Commission / Flat Fee
View profile
EH

Elizabeth Hudgins

Georgia·CRD #7931835
Dual-registered

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

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
EH

Elizabeth Hurt Cunagin

North Carolina·CRD #3041334
IA Rep

Investment Adviser Rep at MODERA WEALTH MANAGEMENT, LLC

Experience
15 yrs
States
2
Exams
2
Since
2011
Fee
AUM / Hourly / Flat Fee
View profile
EI

Elizabeth Irene Loutsis

Washington·CRD #6232619
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
EJ

Elizabeth Jacquelyn Blockhus

Texas·CRD #7764714
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
2 yrs
States
1
Exams
4
Since
2024
Est. fee
AUM / Flat Fee
View profile
EJ

Elizabeth Jaimes

Illinois·CRD #5760109
Dual-registered

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

Experience
15 yrs
States
2
Exams
3
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
EJ

Elizabeth Jane Evanisko

Florida·CRD #5276643
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
19 yrs
States
3
Exams
5
Since
2007
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
EJ

Elizabeth Jane Feagans

North Carolina·CRD #7560882
Dual-registered

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

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

Elizabeth Jane Miller

Pennsylvania·CRD #2399228
Dual-registered

Dual-registered at KEY FINANCIAL, INC.

Experience
16 yrs
States
1
Exams
6
Since
2010
Est. fee
AUM / Commission / Flat Fee / Other
Minimum
$500k
View profile
EJ

Elizabeth Jane Rodgers

Georgia·CRD #5297107
Dual-registered

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

Experience
18 yrs
States
2
Exams
4
Since
2008
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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