Elizabeth Lott (CRD# 4812848) is an Investment Advisor Representative working at Prudential Financial Planning Services in Shelton, CT and has over 16 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Prudential Insurance Company Of America | Glastonbury, CT | Apr 2023 - Current | 1 |
| Pruco Securities LLC | Glastonbury, CT | Apr 2023 - Current | 1 |
| Ct Dance Academy/a Dancers Palette | Canton, CT | Sep 2015 - Current | 8 |
| East Coast Dance & Fitness/elizabeth Lott(self) | East Longmeadow, Ma & Enfield, CT | Jan 2009 - Current | 15 |
| Lpl Financial LLC | Enfield, CT | Apr 2019 - Apr 2023 | 4 |
| American Eagel Financial Fcu | Enfield, CT | Apr 2019 - Apr 2023 | 4 |
| Marykay/independent Contractor | Enfield, CT | Mar 2012 - Mar 2023 | 11 |
| Horace Mann Companies | Springfield, IL | Oct 2016 - Apr 2019 | 2 |
| Horace Mann Investors, Inc. | Springfield, IL | Sep 2016 - Apr 2019 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Farmington, CT | Jan 2009 - Jul 2016 | 7 |
| Healthtrax | East Longmeadow, Ma And Enfield & Glastonbury, CT | Jan 2012 - Dec 2015 | 3 |
| Tastefully Simple/independent Contractor | Alexandria, MN | Apr 2009 - Dec 2015 | 6 |
| Final Destination Fitness | Agawam, MA | Aug 2015 - Nov 2015 | < 1 |
| Lia Sophia/independent Contractor | Wood Dale, IL | Jun 2009 - Dec 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
- CT
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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