Elisabeth Davis is a registered investment advisor, based in Wilmette, IL, with 25 years of industry experience.
Location
Wilmette, IL
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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
Elisabeth is an Investment Advisor Representative/Partner/Financial Advisor at Kinsbury Capital Investment Advisors DBA Legacy Capital Wealth Advisors, LLC, and a Financial Advisor and Partner at Legacy Wealth Advisors, LLC. She is also a board member at W Insurance Group, dedicating minimal time to this role.
Employment History
Current Registrations
Cabot Lodge Securities LLCBroker
Kingsbury Capital Investment Advisors LLC
Previous Registrations
Kingsbury Capital, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Independent Financial Partners
LPL Financial LLC
Delaney Financial Group
LPL Financial LLCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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