Elisabeth Burkley (CRD# 6781168) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Jacksonville, FL and has over 6 years of experience in the finance industry.
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6562089
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1575083
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Personal And Workplace Advisors | Boston, MA | Jul 2018 - Current | 5 |
| Fidelity Brokerage Services, LLC | Jacksonville, FL | Apr 2017 - Current | 7 |
| Engine 15 Brewing Company | Jacksonville, FL | Jan 2017 - Apr 2017 | < 1 |
| Unemployed | Saint Augustine, FL | Aug 2015 - Jan 2017 | 1 |
| English Program In Korea (epik) | Gangwon-do, | Aug 2015 - Aug 2016 | 1 |
| Law Offices Of Curtis & Associates | Saint Augustine, FL | Apr 2015 - Jul 2015 | < 1 |
| Cap's On The Water | Saint Augustine, FL | Mar 2015 - Jul 2015 | < 1 |
| Unemployed | Saint Augustine, FL | Oct 2014 - Mar 2015 | < 1 |
| Law Offices Of Curtis & Associates | Saint Augustine, FL | Jan 2014 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2018 |
- FL
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- 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
- 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, 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, VT, WA, WI, WV, WY
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