Elizabeth Borger
Elizabeth Borger is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Elkhart, IN, with 32 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
200 Nibco Parkway, Suite 300, Elkhart, IN, 46516
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Regulatory History (1)
Customer Dispute
August 2003Other Business Activities
Elizabeth is involved in numerous business activities, primarily related to real estate investments and management, including landholdings, subdivisions, and property development. She also dedicates time to various non-profit organizations and social groups, spending a few hours per month on each.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations30 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.