linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Sara jane Davis-bettge

CLG LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Sara jane? Claim Your Profile

About Sara jane Davis-bettge

Sara Jane Davis-bettge is a financial advisor with over 40 years of experience in the industry. Sara Jane is currently registered with CLG LLC. Sara Jane has a strong background in financial planning and asset management. Sara Jane has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Sara Jane is also a registered representative with CETERA ADVISOR NETWORKS LLC.

Firm Information

Sara jane Davis-bettge 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Recurring fee

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Sara jane Davis-bettge’s Registration & Firm History

CA

02/27/2018 - Present

CLG LLC (LONG BEACH CA)

CA

01/21/1998 - 12/31/2023

CETERA ADVISOR NETWORKS LLC (LONG BEACH CA)

CA

11/22/1983 - 12/31/1997

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

Not sure if Sara jane Davis-bettge is right for you?

Licenses & Designations

BC

Issued 11/19/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sara jane Davis-bettge.
Not sure if Sara jane Davis-bettge is right for you?