Elizabeth Kelly (CRD# 7178658) is an Investment Advisor Representative working at Coastedge Partners, LLC in La Jolla, CA and has over 2 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
Company Name | Location | Dates | Years |
---|---|---|---|
Coastedge Partners, LLC | Lajolla, CA | Apr 2022 - Current | 2 |
Jpmorgan Chase Bank, N.a. | Del Mar, CA | May 2021 - Apr 2022 | < 1 |
J.p. Morgan Securities LLC | Del Mar, CA | May 2021 - Apr 2022 | < 1 |
Firehouse American Eatery & Lounge | San Diego, CA | Jun 2020 - Apr 2021 | < 1 |
Full Time Student | San Diego, CA | Jan 2020 - May 2020 | < 1 |
Tidemark Financial Partners | San Diego, CA | Aug 2019 - Dec 2019 | < 1 |
Moonlight 101 (handel's Homemade Ice Cream) | Encinitas, CA | Jun 2016 - Aug 2019 | 3 |
Unemployed | Carlsbad, CA | May 2011 - May 2016 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2021 |
S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- CA
-
Total Assets Under Management1,650MILLIONS
-
Total Number of Accounts1,070ACCOUNTS
-
Average Account Value$1,542,367
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
CA, FL, MN, NY, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.