Elizabeth Schell (CRD# 7582772) is an Investment Advisor Representative working at Creative Financial Advisor Group LLC in San Clemente, CA and has over 3 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creative Financial Advisor Group LLC | San Clemente, CA | Jul 2022 - Current | 1 |
| Not Employed | San Clemente, CA | Jun 2011 - Jun 2022 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
- CA
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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