Elizabeth Barry
Elizabeth Barry is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Lake Oswego, OR, with 7 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
4800 SW Meadows Rd., Ste. 356, Lake Oswego, OR, 97035
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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 Activities
Elizabeth is the founder of Timeless Wealth Management, LLC, spending full-time hours there. She also works full-time as an advisory representative of an RIA called CIRA.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Previous Registrations
Willamette Financial Advisors, LLC
Integral Financial Solutions, LLC
Waddell & Reed, INC.
State Registrations1 state
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
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