EG
EG

Elizabeth Gillis

3 Years of Experience
Richmond, VA
Broker

Elizabeth Gillis is a registered investment advisor at Raymond James & Associates, INC., based in Richmond, VA, with 3 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

5820 Patterson Ave., Suite 100, Richmond, VA, 23226

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
July 2023 - Present · 3 yrs
Raymond James & Associates, INC.Broker
July 2022 - Present · 4 yrs
State Registrations25 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.