CFP

Elizabeth Sullivan

37 Years of Experience

Fairfax, VA

Broker

Elizabeth Sullivan is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Fairfax, VA, with 37 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Cetera Investment Advisers LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

10345 advisors

IM Fee

Planning only

Assets Under Management

$163.8B

Location

3600 Chain Bridge Road, Suite 16, Fairfax, VA, 22030

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Cetera Investment Advisers LLC

March 2024 - Present · 2 yrs 2 mos

Cetera Advisors LLCBroker

January 2004 - Present · 22 yrs 4 mos

Previous Registrations

Cetera Advisors LLC

January 2004 - March 2024 · 20 yrs 2 mos

Ifg Advisory Services INC

February 1999 - January 2004 · 4 yrs 11 mos

Ifg Network Securities, INC.Broker

April 1992 - January 2004 · 11 yrs 9 mos

Derand/pennington/bass, INC.Broker

November 1988 - May 1992 · 3 yrs 6 mos

State Registrations39 states

AKALAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMIMNMONCNENJNVNYOHOKPARISCTXUTVAWAWIWV

AdvisorBrokerBoth

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

No exam information available for this advisor.

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