Elizabeth Eakin, financial advisor Sarasota FL
93 score

Elizabeth Eakin

CRD Number: 1349221
Current Firm: Wells Fargo Advisors, LLC

Elizabeth Eakin (CRD# 1349221) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Sarasota, FL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Spring Lake, NJ Jul 2011 - Current 5
Northwestern Mutual Investment Services, LLC Charleston, WV Oct 2010 - Jun 2011 < 1
James Dobbs Charleston, WV Aug 2010 - Jun 2011 < 1
Kenneth Wilcox Charleston, WV Aug 2010 - Jun 2011 < 1
Unemployed Charleston, WV Mar 2009 - Jul 2010 1
Wachovia Securities, LLC New York, NY Jan 2008 - May 2009 1
Edward Jones St. Louis, MO Aug 2008 - Mar 2009 < 1
Christ The King Catholic Church Dunbar, WV Sep 1997 - Aug 2008 10
A.g. Edwards Charleston, WV Nov 1998 - Jan 2008 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S65 NASAA Investment Advisors Law Examination Mar 1998
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Elizabeth J. Eakin
Phone Number: 314-875-3000
Registered State(s):
  • FL
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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