EB
CFP
EB
CFP

Elizabeth Breitner

28 Years of Experience
Plymouth, MI
Broker

Elizabeth Breitner is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Plymouth, MI, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

505 S. Main Street, Plymouth, MI, 48170

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
March 2014 - Present · 12 yrs 2 mos
Raymond James & Associates, INC.Broker
March 2002 - Present · 24 yrs 2 mos
Previous Registrations
Mcdonald Investments INC.Broker
October 2000 - March 2002 · 1 yr 5 mos
Raymond James & Associates, INC.Broker
June 1998 - November 2000 · 2 yrs 5 mos
Roney & CO.Broker
May 1998 - September 1999 · 1 yr 4 mos
Roney & CO. L.L.C.Broker
April 1997 - May 1998 · 1 yr 1 mo
State Registrations17 states
AZCAFLGAIAILINMIMTNCNJNYOHPASCTXWY
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.