Elizabeth Hand
Elizabeth Hand is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Canton, OH, with 15 years of industry experience. Elizabeth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B 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 | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
720 McKinley Ave NW, Canton, OH, 44703
Get directionsHistory
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 is an independent contractor for Business Underwriters Associates and a salesperson for Ash Brokerage, providing and explaining insurance solutions. She also works full-time as an advisor and executive team member for Pleasant Wealth, LLC and as an Investment Advisor Representative for Kestra Advisory Services, LLC.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
On Investment Management CO
Hummel Wealth Management, LLC
The O.N. Equity Sales CompanyBroker
State Registrations10 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.
Exams
More Advisors
- Clinton Miller, CFPKestra Advisory Services, LLC
- Robert Szeles, CFABeese Fulmer Private Wealth Management
- Michael Erchick, ChFCPark Avenue Securities LLC
- Randall Kreinbrink, CFPAmeriprise Financial Services, LLC
- Matthew Nieschwitz, CFPRaymond James Financial Services Advisors, INC
- Gary Sirak, ChFCPark Avenue Securities LLC