ES
CFP
ES
CFP

Elizabeth Switzer

10 Years of Experience
Houston, TX
Broker

Elizabeth Switzer is a CFP-designated registered investment advisor, based in Houston, TX, with 10 years of industry experience.

Location

3737 Buffalo Speedway, Suite 400, Houston, TX, 77098

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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

Elizabeth has 50% ownership in multiple rental properties in Boulder, CO, St. Louis, MO, and Rocky Mount, MO. She spends minimal time on these activities, with the Boulder property requiring a few hours per week.

Employment History
Current Registrations
Larson Financial Securities, LLCBroker
September 2024 - Present · 1 yr 8 mos
Larson Financial Securities, LLC
September 2024 - Present · 1 yr 8 mos
Larson Financial Group, LLC
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Motley Fool Wealth Management, LLC
November 2022 - August 2024 · 1 yr 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
June 2022 - October 2022 · 4 mos
Wells Fargo Advisors Financial Network, LLC
June 2022 - October 2022 · 4 mos
Moneta Group Investment Advisors, LLC
October 2020 - May 2022 · 1 yr 7 mos
Wells Fargo Clearing Services, LLC
September 2015 - September 2020 · 5 yrs
Wells Fargo Clearing Services, LLCBroker
August 2015 - September 2020 · 5 yrs 1 mo
State Registrations1 state
TX
AdvisorBrokerBoth

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
No exam information available for this advisor.
Elizabeth Switzer - Financial Advisor | TrueAdvisor