Elizabeth Leventis (CRD# 6222483) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Mill, SC and has over 10 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Fort Mill, SC | Aug 2018 - Current | 5 |
| Foresters Advisory Services LLC | Charlotte, NC | Feb 2015 - Aug 2018 | 3 |
| Foresters Financial Services | Charlotte, NC | Dec 2013 - Aug 2018 | 4 |
| Monat | Charlotte, NC | Oct 2017 - Jul 2018 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2015 |
- SC
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- 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
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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