Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Anne Brot, is a registered Investment Advisor Representative at ONE Wealth Advisors, LLC. Elizabeth has been in the financial services industry since 2020 and has been with ONE Wealth Advisors, LLC since January of 2022. Elizabeth earned the Uniform Investment Adviser Law Examination (Series 65) in 2021. Elizabeth specializes in financial planning, pension consulting, and selection of other advisers. Elizabeth's firm, ONE Wealth Advisors, LLC is based in San Francisco, CA. The firm has a total of 1959 accounts under management, with $841,603,392 in regulatory assets.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
02/28/2022 - Present
ONE Wealth Advisors, LLC (SAN FRANCISCO CA)
IA
Issued 10/05/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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