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Elisabeth Lynn Boaz

Three Bell Capital LLC

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About Elisabeth Lynn Boaz

Elisabeth Lynn Boaz is an Investment Advisor Representative associated with Three Bell Capital LLC. Elisabeth has been in the industry since 2003 and has a strong background in financial planning, portfolio management, and estate planning. Elisabeth is registered with the state of California and has held previous roles with Northern Lights Distributors, LLC and Legacy Financial Services, Inc.

Firm Information

Elisabeth Boaz is currently registered with Three Bell Capital LLC. Three Bell Capital LLC is a Dallas, TX-based investment advisor registered with the SEC. The firm, which was formed sometime in the past, manages approximately $1 billion to $10 billion in assets, with approximately $3.3 billion under management as of the most recent report. The firm provides a range of advisory services, including financial planning, pension consulting, portfolio management for individuals and pooled investment vehicles, and educational seminars. The firm also offers other services, including estate planning, tax planning, insurance planning, and lending. Three Bell Capital's client base consists of high-net-worth individuals, pension and profit-sharing plans, and pooled investment vehicles.
Three Bell Capital LLC

1925 CEDAR SPRINGS ROAD

DALLAS, TX 75201

$3.30B

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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estate planning, tax planning, insurance planning, lending

Estate planning, tax planning, insurance planning, lending

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Third party

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Elisabeth Boaz’s Registration & Firm History

TX

08/09/2021 - Present

Three Bell Capital LLC (DALLAS TX)

NE

09/01/2010 - 08/18/2011

NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)

CA

04/07/2003 - 12/10/2004

LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)

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Licenses & Designations

IA

Issued 06/29/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/28/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/31/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/03/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Elisabeth Lynn Boaz.
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