Elizabeth Ullyot, financial advisor Minneapolis MN
100 score

Elizabeth Ullyot

CRD Number: 6283053
Current Firm: Dunnavan & Company
Compensation Model: Fee Only

Elizabeth Ullyot (CRD# 6283053) is an Investment Advisor Representative working at Dunnavan & Company in Minneapolis, MN and has 8 years of experience in the finance industry.

CONTACT
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Company Name Location Dates Years
C.c. Dunnavan & Company, Inc. Minneapolis, MN Jul 2010 - Current 7
Harvard College Cambridge, MA Sep 2004 - Mar 2008 3

Elizabeth Ullyot has no recent exams reported.
Contact Info for Elizabeth Ullyot
Phone Number: 6126301101
Advisor Website: http://dunnavan.com/
Firm Website: http://www.dunnavan.com
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    242
    MILLIONS
  • Total Number of Accounts
    174
    ACCOUNTS
  • Average Account Value
    $1,388,348
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IA, IL, MI, MN, NH, NY, TX, WA

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BADGES
100
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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