Elizabeth EwingCRD Number: 5970688
Current Firm: Securities America Advisors, Inc.
Elizabeth Ewing (CRD# 5970688) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Fairport, NY and has over 4 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Securities America Advisors, Inc.||La Vista, NE||Sep 2016 - Current||1|
|Securities America, Inc.||Fairport, NY||Sep 2016 - Current||1|
|Wall Street Financial Group||Fairport, NY||Aug 2011 - Sep 2016||5|
|Reservoir Media Management||New York, NY||Jun 2007 - Aug 2011||4|
|Suny Oneonta||Oneonta, NY||Aug 2007 - Dec 2010||3|
|Webster Parks And Recreation||Webster, NY||Jun 2009 - Aug 2009||< 1|
|Webster Parks And Recreation||Webster, NY||Jun 2008 - Aug 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2013|
Total Assets Under Management15,610MILLIONS
Total Number of Accounts105,891ACCOUNTS
Average Account Value$147,418
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, VI, VT, WA, WI, WV, WY