Elizabeth Dignum
Elizabeth Dignum is a CFP, ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fort Worth, TX, with 39 years of industry experience. Elizabeth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
4816 Bryant Irvin Court, Fort Worth, TX, 76107
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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 sells fixed insurance and is the co-owner of Dignum Financial Partners, LLC, a firm facilitating securities, advisory, and insurance business. She also owns Dignum Enterprise LLC, which operates commercial real estate, and is a book author.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services
Rhodes Securities, INC.Broker
Jefferson-Pilot Investor Services, INC.Broker
State Registrations27 states
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.
Exams
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