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Elizabeth Langley

9 Years of Experience
Boise, ID
BrokerSells Insurance

Elizabeth Langley is a registered investment advisor, based in Boise, ID, with 9 years of industry experience.

Location

405 West Myrtle Street, #100, Boise, ID, 83702

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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 ActivitiesSells Insurance

Elizabeth works as a financial advisor, in sales, as an investment-related advisor/IAR, and in the insurance/RA business for Echelon Group since 2021. This is a full-time commitment.

Employment History
Current Registrations
The Leaders Group, INC.
April 2025 - Present · 1 yr 1 mo
The Leaders Group, INC.Broker
April 2025 - Present · 1 yr 1 mo
Echelon Group
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Osaic Wealth, INC.Broker
June 2024 - November 2024 · 5 mos
Arbor Point Advisors
January 2021 - November 2024 · 3 yrs 10 mos
Securities America, INC.Broker
January 2021 - June 2024 · 3 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2016 - January 2021 · 4 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2016 - January 2021 · 4 yrs 9 mos
State Registrations9 states
AZCAIDMTNVORUTWAWY
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 Langley - Financial Advisor | TrueAdvisor