Elizabeth Gillette, financial advisor National Harbor MD

Elizabeth Gillette

CRD Number: 6454143
Current Firm: Lifetime Wealth Planning And Management, LLC

Elizabeth Gillette (CRD# 6454143) is an Investment Advisor Representative working at Lifetime Wealth Planning And Management, LLC in National Harbor, MD and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lifetime Wealth Planning And Management, LLC National Harbor, MD Jun 2013 - Current 6
The Csi Companies Jacksonville, FL Jun 2009 - Jun 2013 4
The George Washington University Washington, DC Aug 2005 - May 2009 3
Victoria's Secret Reading, PA May 2008 - Aug 2008 < 1
Keystone Games York, PA May 2008 - Aug 2008 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2015
Contact Info for Elizabeth G. Gillette
Phone Number: 301-567-0706
Firm Website: http://www.ltwealth.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    100
    MILLIONS
  • Total Number of Accounts
    442
    ACCOUNTS
  • Average Account Value
    $227,168
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

MD, TX, VA

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