Elizabeth ShorbCRD Number: 1864949
Current Firm: Raymond James & Associates, Inc.
Elizabeth Shorb (CRD# 1864949) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saint Augustine, FL and has over 29 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Marian Financial Services Inc.
Cetera Advisors LLC
|Raymond James & Associates||St Augustine, FL||Aug 2008 - Current||9|
|Morgan Stanley & Company, Incorporated||St. Augustine, FL||Apr 2007 - Aug 2008||1|
|Morgan Stanley Dw, Inc.||Augustine, FL||Apr 1995 - Apr 2007||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1988|
|S65||NASAA Investment Advisors Law Examination||Jul 2001|
Total Assets Under Management142,933MILLIONS
Total Number of Accounts472,443ACCOUNTS
Average Account Value$302,541
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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