Elizabeth BosworthCRD 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.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|Lakeview Capital Partners, LLC||Atlanta, GA||Mar 2014 - Current||3|
|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|
Total Assets Under Management2,080MILLIONS
Total Number of Accounts2,784ACCOUNTS
Average Account Value$747,160
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
AL, CA, CT, FL, GA, IL, LA, MA, MO, NC, NY, OH, PA, SC, TN, TX, VA
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