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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 MacKie is a financial advisor with Edge Capital Group, LLC. Elizabeth is a Certified Financial Planner® professional with over 10 years of experience in the financial services industry. She is registered with the state of Florida, Georgia, Texas, and Virginia, and holds the Series 65 license. Elizabeth specializes in providing financial planning, portfolio management, and consulting services to individuals, families, and businesses. Her work with Edge Capital Group, LLC focuses primarily on providing financial planning and investment management services to high-net-worth individuals and families. Elizabeth's experience and expertise make her a valuable resource for those seeking to achieve their financial goals.
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.
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.
Strategic management for diversified investment portfolios.
Consulting services, family office services, insurance 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.
Fees calculated based on the performance of your investments relative to a benchmark.
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FL
08/16/2018 - Present
Edge Capital Group, LLC (Tampa FL)
IA
Issued 05/02/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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