Elizabeth CarberryCRD Number: 7335386
Current Firm: Seia
Elizabeth Carberry (CRD# 7335386) is an Investment Advisor Representative working at Seia in Los Angeles, CA and has over 2 years of experience in the finance industry.
Grove Point Advisors, LLC
Awm Capital, LLC
Aqua Capital Advisors
|Ses Inc.||Los Angeles, CA||Jul 2023 - Current||< 1|
|Seia LLC||Los Angeles, CA||Jan 2022 - Current||1|
|Self-employed||Los Angeles, CA||Sep 2018 - Current||5|
|Royal Alliance Associates, Inc.||Los Angeles, CA||Jan 2022 - Jul 2023||1|
|Invirtus Wealth Partners||Richmond, VA||Feb 2021 - Jan 2022||< 1|
|Commonwealth Financial Network||Waltham, MA||Feb 2021 - Jan 2022||< 1|
|Garden Cafe||Los Angeles, CA||Jun 2020 - Aug 2020||< 1|
|Home||Midlothian, VA||May 2018 - Sep 2018||< 1|
|University Of North Carolina School Of The Arts||Winston-salem, NC||Aug 2014 - May 2018||3|
|Preferred Childcare||Winston-salem, NC||Oct 2016 - Dec 2017||1|
|Pearson Hyundai||Midlothian, VA||Jun 2015 - Aug 2015||< 1|
|Pearson Hyundai||Midlothian, VA||Jun 2014 - Aug 2014||< 1|
|Midlothian High School||Midlothian, VA||Jul 2011 - Jun 2014||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2021|
|S65||NASAA Investment Advisors Law Examination||May 2022|
Total Assets Under Management11,666MILLIONS
Total Number of Accounts17,180ACCOUNTS
Average Account Value$679,039
- A percentage of assets under your management
- Hourly charges
- 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, VI, VT, WA, WI, WV, WY
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.