Elizabeth Hartman
Elizabeth Hartman is a ChFC-designated registered investment advisor at Raymond James & Associates, INC., based in New Bern, NC, with 7 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
New Bern, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Elizabeth owns multiple rental properties, including one in Woodbridge, VA (since 2018) and another in Beulaville, NC (since 2012) owned by her husband. She also lists her primary residence on Airbnb in New Bern, NC while on vacation.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations1 state
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