Elizabeth McGill (CRD# 7221213) is an Investment Advisor Representative working at Pilot Retirement Advisors in Oceanside, CA and has over 4 years of experience in the finance industry.
CRD# 2361078
Baker Jensen Investment Advisors, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 2946276
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pilot Retirement Advisors LLC | Oceanside, CA | Oct 2020 - Current | 3 |
| Stay At Home Parent | Oceanside, CA | May 2020 - Oct 2020 | < 1 |
| Wwm Financial | Carlsbad, CA | Jan 2020 - May 2020 | < 1 |
| Stay At Home Parent | Oceanside, CA | Nov 2018 - Dec 2019 | 1 |
| Executive Physical Therapy | Milwaukee, WI | Sep 2013 - Nov 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2020 |
- CA
- CO
- TX
-
Total Assets Under Management16MILLIONS
-
Total Number of Accounts18ACCOUNTS
-
Average Account Value$901,712
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, TX
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