Elizabeth Mccaffrey
Elizabeth Mccaffrey is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fresno, CA, with 3 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5200 N Palm Avenue, Suite 301, Fresno, CA, 93704
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Elizabeth works as an associate/employee at Capital Waypoint, providing wealth management solutions to individuals, families, and businesses. This activity takes about half of Elizabeth's time and occurs during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
State Registrations4 states
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