Elizabeth Elliott, financial advisor Jasper AL

Elizabeth Elliott

CRD Number: 1145763
Current Firm: Synovus Securities, Inc.

Elizabeth Elliott (CRD# 1145763) is an Investment Advisor Representative working at Synovus Securities, Inc. in Jasper, AL and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Synovus Securities Inc. Jasper, AL Jan 2022 - Current 2
Synovus Securities, Inc. Jasper, AL Oct 2019 - Jan 2022 2
Synovus Bank Jasper, AL Oct 2019 - Jan 2022 2
Synovus Securities, Inc. Jasper, AL Jul 2007 - Oct 2019 12
Synovus Bank Jasper, AL Jun 2007 - Oct 2019 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1990
S65 NASAA Investment Advisors Law Examination Jun 2008
Contact Info for Elizabeth B. Elliott
Phone Number: 706-649-2327
Firm Website: http://www.cfgltd.com
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    6,242
    MILLIONS
  • Total Number of Accounts
    12,037
    ACCOUNTS
  • Average Account Value
    $518,601
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, WY

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