Elizabeth Turek, financial advisor Houston TX
89 score

Elizabeth Turek

CRD Number: 6236764
Current Firm: Esi Financial Advisors

Elizabeth Turek (CRD# 6236764) is an Investment Advisor Representative working at Esi Financial Advisors in Houston, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Elizabeth Turek Ea Spring, TX Jul 2014 - Current 2
National Life Group Southlake, TX Aug 2013 - Current 3
Equity Services, Inc. Montpelier, VT Aug 2013 - Current 3
Elizabeth Turek Ea Sprint, TX May 1992 - Jul 2014 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2014
S65 NASAA Investment Advisors Law Examination Nov 2014
Contact Info for Elizabeth L. Turek
Phone Number: 800-344-7437
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    975
    MILLIONS
  • Total Number of Accounts
    6,558
    ACCOUNTS
  • Average Account Value
    $148,612
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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