EP
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Elisabeth Poore

17 Years of Experience
Midlothian, VA
Broker

Elisabeth Poore is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Midlothian, VA, with 17 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

13925 Coalfield Commons Place, Suite 101, Midlothian, VA, 23114

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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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Other Business Activities

Elisabeth owns EDesigns, where she works as a designer and stylist since 2011. She also co-owns PJ Capital Partners LLC and works as a bookkeeper for PJ's Tree Service & Landscaping LLC, spending minimal time on each.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2020 - Present · 5 yrs 9 mos
Raymond James Financial Services, INC.Broker
March 2009 - Present · 17 yrs 2 mos
State Registrations23 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Elisabeth Poore - Financial Advisor | TrueAdvisor