Elizabeth Shamir
Elizabeth Shamir is a CFA-designated registered investment advisor at Certior Financial Group, LLC, based in East Norriton, PA, with 20 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 491 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Certior Financial Group's fee for managing your investments is a percentage of the value of your portfolio, up to a maximum of 1.2% per year. This fee is negotiable. If CFG uses a sub-adviser to manage your investments, you'll also pay a separate, non-negotiable sub-adviser fee. CFG may negotiate a lower fee based on factors such as the amount of assets managed. Fees are paid quarterly in advance.
Location
2006 DeKalb Pike, East Norriton, PA, 19401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Elizabeth is an independent insurance agent since 2005, dedicating minimal time to this activity. She also works full-time as a financial advisor at Kantor Financial Group, LLC dba Certior Financial Group, LLC.
Employment History
Current Registrations
Certior Financial Group, LLC
Previous Registrations
Mutual Securities, INC.Broker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Hornor, Townsend & Kent, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.