Elizabeth Paal, financial advisor Hunt Valley MD
90 score

Elizabeth Paal

CRD Number: 5348378
Current Firm: Lincoln Financial Advisors Corporation

Elizabeth Paal (CRD# 5348378) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Hunt Valley, MD and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Advisors Hunt Valley, MD Aug 2010 - Current 6
Wegman's Supermarkets Leesburg, VA Aug 2009 - Dec 2010 1
The Event Library Lutherville, MD May 2009 - Jul 2009 < 1
Sewanee University Sewanee, TN Aug 2005 - May 2009 3
Sewanee University Sewanee, TN Feb 2007 - Apr 2009 2
Lincoln Financial Advisors Hunt Valley, MD Jun 2005 - May 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Elizabeth R. Paal
Phone Number: 800-237-3813
Firm Website: https://www.lfg.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    13,548
    MILLIONS
  • Total Number of Accounts
    52,000
    ACCOUNTS
  • Average Account Value
    $260,535
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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