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Elizabeth Erin Telford

Corvus Wealth Advisors LLC

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About Elizabeth Erin Telford

Elizabeth Telford is an investment advisor representative at Corvus Wealth Advisors LLC. Elizabeth has been in the industry for over 2 years, working with a range of clients including individuals, charitable organizations, corporations, and pension plans. She holds a Series 66, Series 7TO, and SIE licenses. Elizabeth's previous experience at LPL Financial LLC provided her with a strong foundation in the financial services industry. Her experience at Paradigm Advisors and Firestone Walker Brewing Company helped her develop her business and financial acumen. At Corvus Wealth Advisors LLC, Elizabeth helps clients build and manage their financial plans. She is committed to providing her clients with personalized advice and guidance.

Firm Information

Elizabeth Telford is currently registered with Corvus Wealth Advisors LLC. Corvus Wealth Advisors LLC is an investment advisor headquartered in Templeton, CA, with a focus on financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. With over $720 million in regulatory assets under management, they cater to a diverse clientele including high-net-worth individuals, pension and profit-sharing plans, and corporations. They also provide selection of other advisors for their clients.
Corvus Wealth Advisors LLC

615 S. MAIN STREET

TEMPLETON, CA 93465

$720.92M

Assets Under Management

14

Total Clients

8

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 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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Elizabeth Telford’s Registration & Firm History

CA

02/16/2023 - Present

Corvus Wealth Advisors LLC (TEMPLETON CA)

CA

08/27/2021 - 12/15/2022

LPL FINANCIAL LLC (PASO ROBLES CA)

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Licenses & Designations

BOTH

Issued 11/19/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/27/2021

Series 7TO - General Securities Representative Examination

BC

Issued 03/26/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Elizabeth Erin Telford.
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