Elizabeth HauptmanCRD Number: 6378022
Current Firm: Edward Jones
Elizabeth Hauptman (CRD# 6378022) is an Investment Advisor Representative working at Edward Jones in Saint Louis, MO and has over 3 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Edward Jones||St Louis, MO||Jun 2015 - Current||2|
|Edward Jones||St Louis, MO||Aug 2014 - May 2015||< 1|
|Dillard's||Saint Peters, MO||Mar 2014 - Aug 2014||< 1|
|Unemployed||St Charles, MO||Jun 2013 - Mar 2014||< 1|
|The Classical Academy||Colorado Springs, CO||Aug 2011 - Jul 2013||1|
|High Country Christian Academy||Colorado Springs, CO||Aug 1997 - Aug 2011||14|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)