Elizabeth Dipp Metzger, financial advisor El Paso TX

Elizabeth Dipp Metzger

CRD Number: 5753388
Current Firm: Eagle Strategies LLC

Elizabeth Dipp Metzger (CRD# 5753388) is an Investment Advisor Representative working at Eagle Strategies LLC in El Paso, TX and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Crown Wealth Advisers, Llc D.b.a. Crown Wealth Strategies And In El Paso, TX Apr 2019 - Current 4
Crown Wealth Advisers, Llc D.b.a. Crown Wealth Strategies El Paso, TX Apr 2013 - Current 10
Eagle Strategies LLC El Paso, TX Aug 2011 - Current 12
Nylife Securities LLC El Paso, TX May 2010 - Current 13
New York Life Insurance Company El Paso, TX Jan 2010 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2010
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Elizabeth M. Dipp Metzger
Phone Number: (888) 695-3245
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    16,667
    MILLIONS
  • Total Number of Accounts
    87,580
    ACCOUNTS
  • Average Account Value
    $190,309
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, VT, WA, WI, WV, WY

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