Elizabeth Anderson (CRD# 2209248) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Birmingham, AL and has over 32 years of experience in the finance industry.
CRD# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concourse Financial Group Securities Inc. | Birmingham, AL | Jul 2016 - Current | 7 |
| Edward Jones | St Louis, MO | Apr 2016 - Jul 2016 | < 1 |
| Stifel Nicolaus | St Louis, MO | Jul 2015 - Apr 2016 | < 1 |
| Sterne Agee Group | Birmingham, AL | Jun 2007 - Jul 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1992 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2000 |
- AL
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Total Assets Under Management4,373MILLIONS
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Total Number of Accounts20,957ACCOUNTS
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Average Account Value$208,666
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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