Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Hinton is a financial advisor with over 20 years of experience in the industry. Elizabeth has a strong background in providing financial advice to individuals, high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, and insurance companies. Elizabeth is currently registered with CWM, LLC and has previously worked for LPL Financial, LLC, Raymond James & Associates, Inc., Morgan Keegan & Company, Inc. and A. G. Edwards & Sons, Inc. Elizabeth holds the Series 7 and 66 securities licenses. Elizabeth specializes in financial planning, portfolio management, and the selection of other advisors.
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.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
LA
06/12/2023 - Present
CWM, LLC (Monroe LA)
LA
06/15/2016 - 06/12/2023
LPL FINANCIAL LLC (MONROE LA)
LA
02/13/2013 - 06/16/2016
RAYMOND JAMES & ASSOCIATES, INC. (MONROE LA)
LA
07/31/2003 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (MONROE LA)
MO
12/13/2002 - 07/31/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 08/26/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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