Elizabeth Weber is a CFP, ChFC-designated registered investment advisor, based in Cortez, CO, with 4 years of industry experience.
Location
22 S. Washington, Cortez, CO, 81321
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Elizabeth owns multiple rental real estate properties and works with property management companies. She is also an agent/FA for Oak Crest Advisors, dedicating about half her time, and an insurance agent for Oakcrest Insurance, spending a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations17 states
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