Elizabeth Flores (CRD# 4617040) is an Investment Advisor Representative working at Legacy Wealth Advisors, LLC in Santa Cruz, CA and has over 21 years of experience in the finance industry.
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 5946406
J.p. Morgan Securities LLC
CRD# 5084885
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Legacy Wealth Advisors, LLC | San Jose, CA | Jun 2020 - Current | 3 |
| Sterling Advisory Services, LLC | San Jose, CA | Jan 2014 - Sep 2020 | 6 |
| Liz L Flores, Cpa | Scotts Valley, CA | Feb 2002 - Sep 2020 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2002 |
- CA
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Total Assets Under Management122MILLIONS
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Total Number of Accounts189ACCOUNTS
-
Average Account Value$645,321
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
CA
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