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Elizabeth Cartwright Carr

CLG LLC

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About Elizabeth Cartwright Carr

Elizabeth Cartwright Carr is an Investment Advisor Representative with Clg Llc dba Clg Wealth Management, based in Long Beach, California. Elizabeth has been in the industry for over 30 years, with experience at firms including Cetera Advisor Networks LLC, John D. Cartwright & Assoc, Inc., Cetera Investment Advisers LLC, and Purshe Kaplan Sterling Investments. Elizabeth is licensed in California.

Firm Information

Elizabeth Carr is currently registered with CLG LLC. CLG LLC is a registered investment advisor headquartered in Long Beach, CA. The firm provides financial planning, portfolio management for individuals and businesses, and pension consulting services. CLG LLC manages approximately $953 million in assets for a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
CLG LLC

4821 E 2ND STREET

LONG BEACH, CA 90803

$953.82M

Assets Under Management

Not reported

Total Clients

24

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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other

Recurring fee

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Elizabeth Carr’s Registration & Firm History

CA

02/16/2017 - Present

CLG LLC (Long Beach CA)

CA

01/02/2024 - 06/21/2024

PURSHE KAPLAN STERLING INVESTMENTS (Long Beach CA)

CA

08/23/1988 - 12/31/2023

CETERA ADVISOR NETWORKS LLC (LONG BEACH CA)

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Licenses & Designations

BC

Issued 01/05/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/24/2014

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 04/12/1993

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Elizabeth Cartwright Carr.
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