Bethany Ely (CRD# 7671334) is an Investment Advisor Representative working at Three Oaks Wealth in Folsom, CA and has 1 year of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Three Oaks Wealth | Folsom, CA | Mar 2023 - Current | 1 |
| Witham Real Estate | El Dorado Hills, CA | Jun 2018 - Apr 2023 | 4 |
| Trinity Wealth Advisors With Ameriprise | Folsom, CA | Dec 2022 - Mar 2023 | < 1 |
| Twin Rivers Wealth Management | Sacramento, CA | Aug 2022 - Dec 2022 | < 1 |
| Sacramento County Office Of Education | Sacramento, CA | Aug 2011 - Sep 2021 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- CA
- OR
-
Total Assets Under Management52MILLIONS
-
Total Number of Accounts299ACCOUNTS
-
Average Account Value$174,438
- 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
- Educational seminars/workshops
CA, OR, TX
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