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.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
- CA
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Total Assets Under Management11,666MILLIONS
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Total Number of Accounts17,180ACCOUNTS
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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
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