Elizabeth Currin
Elizabeth Currin is a registered investment advisor at Cetera Investment Advisers LLC, based in Austin, TX, with 3 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
Firm Size
IM Fee
Assets Under Management
Location
13809 Research Blvd., Ste 900, Austin, TX, 78750
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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 works as a Wealth Management Assistant at Robnett CPA's & Financial Advisors, dedicating nearly full-time hours to daily administration of wealth management accounts and services. Elizabeth is also a licensed insurance agent with Avantax Insurance Agency/Services, selling life insurance and annuities, which takes a few hours per week. Finally, Elizabeth is a single member of Oxford Park Group, LLC, a holdings company for agricultural land, spending a few hours per week managing livestock operations.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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