EK
EK

Elizabeth Kusen

29 Years of Experience
Bridgeville, PA
Broker

Elizabeth Kusen is a registered investment advisor at Cetera Investment Advisers LLC, based in Bridgeville, PA, with 29 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

508 Washington Ave, Bridgeville, PA, 15017

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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.

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Other Business Activities

Elizabeth works as an investment assistant/client services for Elizabeth Kusen Investments since 2020. This takes about 10-20% of her time, including during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2004 - Present · 21 yrs 7 mos
Cetera Financial Specialists LLCBroker
April 1999 - Present · 27 yrs 1 mo
Previous Registrations
American Express Financial Advisors INC.Broker
July 1996 - May 1999 · 2 yrs 10 mos
Ids Life Insurance CompanyBroker
July 1996 - May 1999 · 2 yrs 10 mos
State Registrations4 states
CAFLOHPA
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.
Elizabeth Kusen - Financial Advisor | TrueAdvisor