EL
EL

Elizabeth Nmn Luna

19 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
255 clients
Average Client Portfolio
$481K average
Assets Under Management
$122.8M

Fee Structure

Minimum Investment:None
Loading...

Location

20640 3rd Steet, Suite 300, Saratoga, CA, 95070

Get directions

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.

Learn about disclosures →
Other Business Activities

Elizabeth is an Investment Advisor Representative with Concert Wealth Management since 2007, CFO and shareholder of Omni Global Group, and part owner of Myriad Financial, Inc. She also spends about 10-20% of her time as a board member of Grail Family Services and is a California licensed notary public officer.

Employment History
Current Registrations
Aria Wealth Management
September 2017 - Present · 8 yrs 5 mos
Previous Registrations
Institute for Wealth Advisors, INC.
March 2017 - March 2018 · 1 yr
Sowell Management Services
September 2016 - January 2017 · 4 mos
Concert Capital Management
October 2011 - June 2014 · 2 yrs 8 mos
Private Client Advisors
October 2011 - June 2014 · 2 yrs 8 mos
Concert Wealth Management
November 2006 - March 2018 · 11 yrs 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Elizabeth Nmn Luna - Financial Advisor | TrueAdvisor