Elisabeth Boaz (CRD# 4034410) is an Investment Advisor Representative working at Three Bell Capital LLC in Dallas, TX and has over 13 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Three Bell Capital LLC | Los Altos, CA | Aug 2021 - Current | 2 |
Three Bell Capital LLC | Los Altos, CA | Jan 2021 - Current | 3 |
Northern Lights Distributors, LLC | Omaha, NE | Jul 2010 - Current | 13 |
Wi Mutual Funds, LLC | Novato, CA | Jun 2009 - Current | 14 |
Winans International | Novato, CA | Jun 2008 - Current | 15 |
In Home Support Services-state Of California | Folsom, CA | Oct 2019 - Dec 2020 | 1 |
Packard Financial | Auburn, CA | Jul 2019 - Oct 2019 | < 1 |
Digital Music Inc. | Santa Rosa, CA | Feb 2019 - Jun 2019 | < 1 |
Scarbrough Financial | Santa Rosa, CA | Oct 2018 - Jan 2019 | < 1 |
American River Wealth Management | Rancho Cordova, CA | May 2018 - Sep 2018 | < 1 |
Digilock | Petaluma, CA | May 2017 - May 2018 | 1 |
Peoples Home Equity | Petaluma, CA | Jan 2016 - Feb 2017 | 1 |
Soligent Distribution | Rohnert Park, CA | May 2015 - Oct 2015 | < 1 |
Winans International | Novato, CA | Jun 2008 - Feb 2015 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2010 |
S65 | NASAA Investment Advisors Law Examination | Jun 2021 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management3,248MILLIONS
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Total Number of Accounts552ACCOUNTS
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Average Account Value$5,884,834
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
CA, HI, IL, KS, MT, NC, NY, OR, TX, WA
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