Elizabeth Raines is a registered investment advisor, based in Morro Bay, CA, with 5 years of industry experience.
Location
895 Shasta Avenue, Morro Bay, CA, 93442
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Regulatory History
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 ActivitiesSells Insurance
Elizabeth works as an administrative assistant at Ross Carreiro Brown CPAs, P.C., assisting with accounting, bookkeeping, and tax returns, taking about half of her time. She also holds an insurance license to sell insurance products like life insurance and annuities through Avantax Insurance Agency, but currently dedicates no time to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Vanguard Marketing CorporationBroker
State Registrations2 states
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.