Elizabeth Gosek (CRD# 4795165) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Yardley, PA and has over 8 years of experience in the finance industry.
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1209183
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Optimal Wealth Services | Yardley, PA | Aug 2023 - Current | < 1 |
Thrive Capital Management, Llc Dba Optimal Wealth Services | Yardley, PA | Jun 2017 - Current | 6 |
Optimal Wealth Services | Yardley, PA | Oct 2012 - Current | 11 |
Gode, LLC | Washington Crossing, PA | May 2005 - Current | 18 |
Thrive Insurance Group, LLC | Fort Washington, PA | May 2017 - Feb 2021 | 3 |
Thrive Financial Services, LLC | Fort Washington, PA | May 2017 - Feb 2021 | 3 |
Centaurus Financial Inc. | Anaheim, CA | Aug 2015 - Apr 2017 | 1 |
Centaurus Financial, Inc. | Anaheim, CA | Feb 2013 - Apr 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2015 |
S63 | Uniform Securities State Law Examination | Jan 2021 |
- PA
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Total Assets Under Management5,084MILLIONS
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Total Number of Accounts21,345ACCOUNTS
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Average Account Value$238,186
- 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)
- Educational seminars/workshops
- Other
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