Elizabeth Bosworth, financial advisor Atlanta GA
90 score

Elizabeth Bosworth

CRD Number: 6116443
Current Firm: Lakeview Capital Partners, LLC

Elizabeth Bosworth (CRD# 6116443) is an Investment Advisor Representative working at Lakeview Capital Partners, LLC in Atlanta, GA and has 1 year of experience in the finance industry. Elizabeth Bosworth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lakeview Capital Partners, LLC Atlanta, GA Mar 2014 - Current 2
Resource Planning Group, Ltd. Atlanta, GA Jan 2012 - Feb 2014 2
Resource Planning Group, Ltd. Atlanta, GA Jul 2009 - Jan 2012 2
Sun Trust Banks, Inc. Atlanta, GA Sep 2008 - Jul 2009 < 1
Sun Trust Banks, Inc. Atlanta, GA Nov 2007 - Sep 2008 < 1
Sun Trust Banks, Inc. Atlanta, GA Jan 2007 - Nov 2007 < 1
The Bolton Group, Inc. Atlanta, GA Feb 2006 - Dec 2006 < 1

Elizabeth Bosworth has no recent exams reported.
Contact Info for Elizabeth A. Bosworth
Phone Number: 404-841-2224
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    2,080
    MILLIONS
  • Total Number of Accounts
    2,784
    ACCOUNTS
  • Average Account Value
    $747,160
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AL, CA, CT, FL, GA, IL, LA, MA, MO, NC, NY, OH, PA, SC, TN, TX, VA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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