Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth McLamb is an investment advisor representative with LPL Financial LLC. Elizabeth has been in the financial services industry since July 1999. Elizabeth has a wide range of experience in the financial industry, having worked with several firms such as Wells Fargo Clearing Services, LLC, Davenport & Company LLC, and Planco Financial Services, LLC. Elizabeth specializes in financial planning, portfolio management for businesses and individuals, and other non-discretionary advisory services. Elizabeth has a Series 6, 7, 63, and 65 licenses.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VA
04/27/2022 - Present
LPL Financial LLC (WILLIAMSBURG VA)
VA
05/20/2016 - 04/20/2022
WELLS FARGO CLEARING SERVICES, LLC (RICHMOND VA)
VA
08/04/2010 - 05/17/2016
DAVENPORT & COMPANY LLC (RICHMOND VA)
CT
02/18/2004 - 09/18/2009
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
MO
03/21/2001 - 06/06/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
CA
11/27/1996 - 02/21/2001
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
IA
Issued 11/29/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/26/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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