EB
EB

Elizabeth Brown

25 Years of Experience
Baltimore, MD
BrokerSells Insurance

Elizabeth Brown is a registered investment advisor at Cetera Investment Advisers LLC, based in Baltimore, MD, with 25 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

8216 Philadelphia Rd, Baltimore, MD, 21237

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Elizabeth sells fixed insurance products, including life, health, disability, annuities, and long-term care, dedicating a few hours per week. She also works as a trust officer and financial advisor for Orrstown Bank and Orrstown Financial Advisors, respectively, dedicating nearly full-time hours to these roles.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLC
January 2020 - Present · 6 yrs 6 mos
Cetera Wealth Services, LLCBroker
January 2020 - Present · 6 yrs 6 mos
Previous Registrations
Wheatland Advisors INC
March 2020 - July 2020 · 4 mos
Cetera Advisor Networks LLC
January 2020 - June 2023 · 3 yrs 5 mos
Suntrust Advisory Services, INC.
March 2019 - November 2019 · 8 mos
Suntrust Investment Services, INC.Broker
March 2019 - November 2019 · 8 mos
Bb&t Securities, LLC
January 2018 - December 2018 · 11 mos
Bb&t Securities, LLCBroker
January 2018 - December 2018 · 11 mos
Bb&t Investment Services, INC.Broker
January 2009 - January 2018 · 9 yrs
Bb&t Investment Services, INC.
January 2009 - January 2018 · 9 yrs
Bb&t Investment Services, INC.
June 2004 - December 2008 · 4 yrs 6 mos
Bb&t Investment Services, INC.Broker
June 2000 - December 2008 · 8 yrs 6 mos
State Registrations14 states
AZDCDEFLKSMDMOMTNCNMNYPAVAWV
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.