Elizabeth Sawyer Estrade (CRD# 6512338) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Gulfport, MS and has over 2 years of experience in the finance industry.
CRD# 1442341
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4404920
Stifel, Nicolaus & Company, Incorporated
CRD# 6898590
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Stifel Independent Advisors, LLC | Gulfport, MS | Dec 2019 - Current | 4 |
Betsey Sawyer Coaching | Oxford, MS | Aug 2016 - Current | 7 |
University Of Mississippi | Oxford, MS | Aug 2015 - Aug 2020 | 5 |
Guiding Star Project | Memphis, TN | May 2019 - Aug 2019 | < 1 |
University Of Memphis | Memphis, TN | Jan 2019 - May 2019 | < 1 |
Women Of Grace | Clearwater, FL | Sep 2016 - Jan 2019 | 2 |
Stone County Youth Court | Wiggins, MS | May 2015 - Jan 2018 | 2 |
Vaughn And Bowden | Gulfport, MS | May 2015 - Jan 2016 | < 1 |
Markow Walker, Pa | Oxford, MS | Aug 2014 - Apr 2015 | < 1 |
Court Of Appeals Of Mississippi | Jackson, MS | Apr 2013 - Aug 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
- MS
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Total Assets Under Management3,557MILLIONS
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Total Number of Accounts9,973ACCOUNTS
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Average Account Value$356,615
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WA, WI, WV, WY
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