Elizabeth LoewCRD Number: 2761198
Current Firm: Fountainhead Capital Management, LLC
Elizabeth Loew (CRD# 2761198) is an Investment Advisor Representative working at Fountainhead Capital Management, LLC in Warren, NJ and has over 24 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Fountainhead Capital Management, LLC||Warren, NJ||Jan 2020 - Current||< 1|
|Cocoa Loew Company||Whitehouse Station, NJ||Sep 2014 - Current||6|
|Loew Orthodontics||Flemington, NJ||Aug 2000 - Current||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1996|
|S65||NASAA Investment Advisors Law Examination||May 2020|
Total Assets Under Management315MILLIONS
Total Number of Accounts1,819ACCOUNTS
Average Account Value$173,098
- A percentage of assets under your management
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, GA, IN, KY, LA, NE, NH, NJ, NY, OH, PA, TX, WA
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