Lizbeth Landey (CRD# 7336050) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lancaster, CA and has over 3 years of experience in the finance industry.
CRD# 3184578
Citigroup Global Markets Inc.
CRD# 4747932
Thrivent Investment Management Inc.
CRD# 5006996
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lancaster, CA | Jun 2022 - Current | 1 |
| Bank Of America, N.a. | Lancaster, CA | Jun 2022 - Current | 1 |
| Jpmorgan Chase Bank, N.a. | Lancaster, CA | Feb 2021 - Jun 2022 | 1 |
| J.p. Morgan Securities LLC | Lancaster, CA | Feb 2021 - Jun 2022 | 1 |
| Wells Fargo Bank, N.a. | Van Nuys, CA | Nov 2018 - Jan 2021 | 2 |
| Los Angeles Pierce College | Winnetka, CA | Aug 2015 - Sep 2019 | 4 |
| Bank Of America Corp | Van Nuys, CA | Jun 2016 - Nov 2018 | 2 |
| Jons Market Place | Van Nuys, CA | Feb 2014 - Aug 2016 | 2 |
| Brookdale | Northridge, CA | Dec 2015 - Feb 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
- CA
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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