EB
EB

Elizabeth Blackburn

7 Years of Experience
Ocala, FL
BrokerSells Insurance

Elizabeth Blackburn is a registered investment advisor at Cetera Investment Advisers LLC, based in Ocala, FL, with 7 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

2215 E Fort King St Ste B, Ocala, FL, 34471

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Elizabeth owns Sensible Insurance Solutions, providing Medicare solutions, dedicating a few hours per week. She is also a partner and financial advisor at Sensible Financial Solutions, spending about a quarter of her time providing financial planning.

Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2024 - Present · 2 yrs 2 mos
Cetera Wealth Services, LLCBroker
May 2024 - Present · 2 yrs 2 mos
Previous Registrations
Osaic Institutions, INC.
November 2018 - June 2024 · 5 yrs 7 mos
Osaic Institutions, INC.Broker
September 2018 - June 2024 · 5 yrs 9 mos
State Registrations12 states
FLGAIAMEMINCNHNJPASCTXWI
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 Blackburn - Financial Advisor | TrueAdvisor