Elizabeth Luna (CRD# 5198499) is an Investment Advisor Representative working at Aria Wealth Management in Saratoga, CA and has over 17 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Aria Wealth Management | San Jose, CA | Sep 2017 - Current | 6 |
Institute For Wealth Advisors, Inc. | Dallas, TX | Feb 2017 - Current | 7 |
Omni Global Group Ltd. | San Jose, CA | Jan 2011 - Current | 13 |
Concert Wealth Management, Inc. | San Jose, CA | Jul 2006 - Current | 17 |
Sowell Financial Services, LLC | North Little Rock, CA | Sep 2016 - Jan 2017 | < 1 |
Concert Real Estate Advisors, Inc. | San Jose, CA | Nov 2005 - Dec 2015 | 10 |
Concert Capital Management, Inc. | San Jose, CA | Oct 2011 - Jun 2014 | 2 |
Private Client Advisors, LLC | San Jose, CA | Oct 2011 - Jun 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2006 |
- CA
-
Total Assets Under Management194MILLIONS
-
Total Number of Accounts649ACCOUNTS
-
Average Account Value$299,424
- A percentage of assets under your management
- Hourly charges
- 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, FL, GA, TX
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