Elizabeth Bertelsen, financial advisor Sarasota FL

Elizabeth Bertelsen

CRD Number: 2253105
Current Firm: Accurate Wealth Management, LLC

Elizabeth Bertelsen (CRD# 2253105) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Sarasota, FL and has over 30 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Accurate Wealth Management, LLC Sarasota, FL Jul 2019 - Current 4
Intervest International Equities Corp Colorado Springs, CO Apr 2019 - Jul 2019 < 1
Global Financial Private Capital, LLC Sarasota, FL Jun 2013 - Apr 2019 5
Gf Investment Services, LLC Sarasota, FL Jun 2013 - Apr 2019 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1994
S65 NASAA Investment Advisors Law Examination Apr 1994
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Elizabeth C. Bertelsen
Phone Number: 813-994-0984
Registered State(s):
  • FL
  • SC
By the Numbers
  • Total Assets Under Management
    473
    MILLIONS
  • Total Number of Accounts
    2,992
    ACCOUNTS
  • Average Account Value
    $158,229
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AR, AZ, CA, FL, ID, IL, IN, KY, MA, MN, MO, MS, NC, NJ, NY, OH, PA, SC, SD, TN, TX, UT, VA, WA, WI

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