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 Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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)