EA
EA

Elizabeth Amand

23 Years of Experience
Palm Beach Gardens, FL
BrokerSells Insurance

Elizabeth Amand is a registered investment advisor at Cetera Investment Advisers LLC, based in Palm Beach Gardens, FL, with 23 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

Palm Beach Gardens, FL

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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 works as an insurance agent selling life insurance and annuities since 2016. This requires minimal time each week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2024 - Present · 2 yrs 3 mos
Cetera Advisors LLCBroker
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Cetera Advisors LLC
October 2016 - March 2024 · 7 yrs 5 mos
Investors Capital Advisory
January 2005 - October 2016 · 11 yrs 9 mos
Eastern Point Advisors INC.
March 2004 - December 2004 · 9 mos
Investors Capital CORP.Broker
September 2002 - October 2016 · 14 yrs 1 mo
State Registrations14 states
ALFLGAIAMDMONCNVNYSCTNTXUTWV
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 Amand - Financial Advisor | TrueAdvisor