Elizabeth Sorenson
Elizabeth Sorenson is a registered investment advisor at Cetera Investment Advisers LLC, based in Idaho Falls, ID, with 32 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
Idaho Falls, ID
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Elizabeth is the treasurer for Idaho Youth Sports, Inc. and secretary for Idaho Falls Post #56 American Legion Baseball, spending a few hours per week on each. She also works as a compliance analyst for Prosperity Network of Advisors, LLC, a financial services firm, dedicating about a quarter of her time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
The O.N. Equity Sales CompanyBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Equity Services, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Raymond James Financial Services, INC.Broker
Fidelity Brokerage Services, INC.Broker
State Registrations51 states
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