Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Desousa is an investment advisor representative at Running Point Capital Advisors LLC. Elizabeth has been in the industry for more than 15 years and holds the Series 7, 24 and 66 licenses. She is a Certified Financial Planner and specializes in providing financial planning, portfolio management for individuals, and selection of other advisors. Elizabeth previously worked at Girard Securities, Inc., Mercer Global Advisors Inc., and Duckworth Wealth Advisors, Inc..
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.
Helps you choose top advisors aligned with your financial goals.
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
11/25/2020 - Present
Running Point Capital Advisors LLC (El Segundo CA)
CA
01/12/2005 - 12/31/2008
GIRARD SECURITIES, INC. (COSTA MESA CA)
BOTH
Issued 03/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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