Elizabeth Kramer, financial advisor Florence SC
93 score

Elizabeth Kramer

CRD Number: 3124012
Current Firm: Websterrogers Financial Advisors, LLC

Elizabeth Kramer (CRD# 3124012) is an Investment Advisor Representative working at Websterrogers Financial Advisors, LLC in Florence, SC and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Websterrogers Financial Advisors, LLC Florence, SC Aug 2016 - Current 1
Bosc, Inc. Houston, TX Jun 2015 - Aug 2016 1
Bokf, Na Houston, TX Jun 2015 - Aug 2016 1
Wells Fargo Advisors, LLC Houston, TX Nov 2012 - May 2015 2
Compass Bank Houston, TX Nov 2010 - May 2015 4
Bbva Compass Investment Solutions, Inc. Houston, TX Jun 2011 - Nov 2012 1
Primevest Financial Services, Inc. St. Cloud, MN May 2010 - Nov 2010 < 1
Whitney Bank Houston, TX Jul 2009 - Nov 2010 1
Wachovia Securities, LLC Houston, TX Dec 2007 - May 2009 1
Wachovia Bank, N.a. Houston, TX Oct 2007 - May 2009 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1999
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Elizabeth S. Kramer
Phone Number: 843-665-6321
Firm Website: http://www.wrfasc.com
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    174
    MILLIONS
  • Total Number of Accounts
    452
    ACCOUNTS
  • Average Account Value
    $385,288
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

SC

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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