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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Barrett Lawther is a registered Investment Advisor Representative with Cresset Asset Management, LLC. Elizabeth has been in the industry since 2006 and has been a registered Investment Advisor Representative in Georgia since 2020 and in Texas since 2021. Elizabeth has experience in various areas including portfolio management, financial planning, and pension consulting. Elizabeth holds the Series 7 license and the Chartered Financial Analyst designation.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
05/14/2021 - Present
Cresset Asset Management, LLC (CHICAGO IL)
MD
08/26/2011 - 08/29/2012
M&T SECURITIES, INC. (BALTIMORE MD)
DE
07/14/2006 - 09/01/2011
WILMINGTON BROKERAGE SERVICES COMPANY (WILMINGTON DE)
BC
Issued 07/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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