Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Allie Brown has been in the financial services industry since September 2007. Elizabeth is currently a Registered Representative and Investment Advisor Representative at Cfo4life. Elizabeth has been associated with Cfo4life since April 2013 and also works for the firm’s affiliated RIA, CFO4Life Group, LLC. Previously, Elizabeth was a Registered Representative with Ausdal Financial Partners, Inc. and a Registered Representative with LPL Financial. Elizabeth has Series 7, 66 and SIE licenses and is registered with the state of Texas. Elizabeth provides financial planning services to individuals, corporations, charitable organizations, and retirement plans. Elizabeth’s main office is located in Coppell, Texas.
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.
Cash management solutions
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.
1
2
TX
03/29/2017 - Present
Cfo4life (Coppell TX)
TX
12/14/2007 - 04/09/2013
LPL FINANCIAL LLC (DALLAS TX)
TX
09/28/2005 - 06/06/2006
WELLS FARGO INVESTMENTS, LLC (RICHARDSON TX)
BOTH
Issued 09/14/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Elizabeth Allie is the right advisor for you? Invested Better is here to help.
