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+)
EJ

Elizabeth Jane Tavel

Connecticut·CRD #2281961
Dual-registered

Dual-registered at A.G.P / ALLIANCE GLOBAL PARTNERS

Experience
29 yrs
States
3
Exams
4
Since
1997
Est. fee
AUM / Hourly / Other
Minimum
$10k
View profile
EJ

Elizabeth Janine Kassen

Pennsylvania·CRD #2714019
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
23 yrs
States
2
Exams
11
Since
2003
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
EJ

Elizabeth Jean Wilson

Florida·CRD #1580513
Dual-registered

Dual-registered at HORIZON WEALTH ADVISORS

Experience
25 yrs
States
1
Exams
4
Since
2001
Est. fee
AUM / Commission / Flat Fee
Minimum
$500k
View profile
EJ

Elizabeth Jester Zook

North Carolina·CRD #7230819
Dual-registered

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

Experience
6 yrs
States
1
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
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EJ

Elizabeth Joan Vella

Illinois·CRD #2942785
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
28 yrs
States
1
Exams
6
Since
1998
Est. fee
AUM / Hourly / Flat Fee
View profile
EJ

Elizabeth Jogani

New York·CRD #7144533
Dual-registered

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

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

Elizabeth Jordan Rundgren

Texas·CRD #5607371
Dual-registered

Dual-registered at AMERICANA PARTNERS, LLC

Experience
15 yrs
States
1
Exams
3
Since
2011
Est. fee
AUM / Flat Fee
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EJ

Elizabeth Joy Cooke

Texas·CRD #6396847
Dual-registered

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

Experience
10 yrs
States
1
Exams
3
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
EJ

Elizabeth J Salerno

New Jersey·CRD #868913
Dual-registered

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

Experience
32 yrs
States
2
Exams
3
Since
1994
Est. fee
AUM / Commission / Flat Fee
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EK

Elizabeth Karon Miller

Illinois·CRD #3135085
Dual-registered

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

Experience
28 yrs
States
2
Exams
4
Since
1998
Est. fee
AUM / Commission / Flat Fee
View profile
EK

Elizabeth Kaselnak

Minnesota·CRD #6824764
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

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

Elizabeth Kate Hilgen

New Jersey·CRD #7971982
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
1 yrs
States
2
Exams
4
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
EK

Elizabeth Katherine Roecker

Texas·CRD #4053865
Dual-registered

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

Experience
27 yrs
States
2
Exams
11
Since
1999
Est. fee
AUM / Commission / Flat Fee
View profile
EK

Elizabeth Kathleen Skoglund

Idaho·CRD #2593560
Dual-registered

Dual-registered at ADVISORY ALPHA, LLC

Experience
16 yrs
States
1
Exams
4
Since
2010
Est. fee
AUM / Hourly / Flat Fee
View profile
EK

Elizabeth Kaylen Bibeau Salinas

New York·CRD #7876932
IA Rep

Investment Adviser Rep at SOLTIS INVESTMENT ADVISORS, LLC

Experience
2 yrs
States
2
Exams
1
Since
2024
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$750k
View profile
EK

Elizabeth Kelly Molique

Illinois·CRD #8149744
IA Rep

Investment Adviser Rep at SJS INVESTMENT SERVICES

Experience
1 yrs
States
1
Exams
1
Since
2025
Fee
AUM / Flat Fee
Minimum
$1.0M
View profile
EK

Elizabeth Kiernan Hazen

Florida·CRD #6426181
Dual-registered

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

Experience
11 yrs
States
2
Exams
3
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
EK

Elizabeth K Williams

Idaho·CRD #6797862
IA Rep

Investment Adviser Rep at CLEAR CREEK FINANCIAL MANAGEMENT, LLC

Experience
6 yrs
States
1
Exams
1
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
EL

Elizabeth Latimore

Montana·CRD #7427380
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
EL

Elizabeth Lauren Ashley

Michigan·CRD #6738423
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
EL

Elizabeth Lawrence Gavin

Pennsylvania·CRD #1788803
Dual-registered

Dual-registered at MODERA WEALTH MANAGEMENT, LLC

Experience
14 yrs
States
1
Exams
2
Since
2012
Fee
AUM / Hourly / Flat Fee
View profile
EL

Elizabeth Leanora McVittie

Massachusetts·CRD #4920576
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
21 yrs
States
1
Exams
5
Since
2005
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
EL

Elizabeth Ledezma

Texas·CRD #7812404
Dual-registered

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

Experience
2 yrs
States
1
Exams
5
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
EL

Elizabeth Leigh Bivings Ph.d.

Massachusetts·CRD #5486919
IA Rep

Investment Adviser Rep at BEACON POINTE ADVISORS, LLC

Experience
18 yrs
States
1
Exams
1
Since
2008
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
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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