Elizabeth Wilcox
Elizabeth Wilcox is a registered investment advisor at Cetera Investment Advisers LLC, based in St. Clairsville, OH, with 13 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.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
68000 Bayberry Park Dr., St. Clairsville, OH, 43950
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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 owns Wilcox Consulting Service, providing consulting and payroll processing services since 2018, dedicating a few hours per week. Elizabeth is also an insurance agent selling fixed insurance products with various companies since September 2024, dedicating minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
First Investors CorporationBroker
First Investors CorporationBroker
State Registrations5 states
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