Elizabeth SorrellsCRD Number: 1377597
Current Firm: Atlanta Capital Group
Elizabeth Sorrells (CRD# 1377597) is an Investment Advisor Representative working at Atlanta Capital Group in Saint Simons Island, GA and has over 31 years of experience in the finance industry.
Park Avenue Securities LLC
Northwestern Mutual Investment Services,llc
Independent Financial Partners
|Atlanta Capital Group||Atlanta, GA||Aug 2011 - Current||5|
|Triad Advisors, Inc.||Norcross, GA||Jul 2011 - Current||5|
|Mst Wealth Management LLC||Brunswick, GA||Oct 2006 - Jul 2011||4|
|1st Global Insurance Services, Inc.||Brunswick, GA||Mar 2006 - Jul 2011||5|
|1st Global Advisors, Inc.||Brunswick, GA||Mar 2003 - Jul 2011||8|
|1st Global Capital Corp.||Brunswick, GA||Jun 2002 - Jul 2011||9|
|Msts Financial Services LLC||Brunswick, GA||Jun 2002 - Oct 2006||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1985|
|S65||NASAA Investment Advisors Law Examination||Aug 1998|
|S66||NASAA Uniform Combined State Law Examination||Feb 2001|
Total Assets Under Management1,111MILLIONS
Total Number of Accounts2,951ACCOUNTS
Average Account Value$376,394
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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)
AL, AR, CA, CO, CT, FL, GA, IL, MA, MD, NC, NE, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WV
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