Elisabeth
Sanders

Cetera Investment Advisers LLC

CRD#6262268
Investment Advisor
in Clemmons, NC

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About this Advisor

Elisabeth Sanders is a financial advisor based in Clemmons, North Carolina, working with Cetera Investment Advisers LLC. Elisabeth has previously held positions at Morgan Stanley, Lpl Financial, LLC, Independent Advisor Alliance, LLC, Summit Financial Group, Cetera Advisor Networks LLC, Hmc Partners, LLC, Elisabeth Sanders, Cetera Investment Advisers LLC, and Wells Fargo Advisors LLC. Elisabeth has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in North Carolina and Texas. Currently, Elisabeth is part of Cetera Investment Advisers LLC, which operates out of Clemmons, North Carolina. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3540 Clemmons Rd Ste 129
Clemmons, NC 27012

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$104,468,595,111

NC Average: $6,674,516,078
Total Number of Employees

6,648

NC Average: 44
Total Number of Accounts

423,554

NC Average: 2,564
Average Account Size

$246,648

NC Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Elisabeth Sanders Work History

2023 - Present (1 year)

Cetera Investment Advisers LLC

2019 - Present (5 years)

Cetera Advisor Networks LLC

2019 - Present (5 years)

Hmc Partners, LLC

2010 - Present (14 years)

Elisabeth Sanders

2019 - 2021 (2 years)

Summit Financial Group

2017 - 2019 (2 years)

Lpl Financial, LLC

2017 - 2019 (2 years)

Independent Advisor Alliance, LLC

2015 - 2017 (2 years)

Morgan Stanley

2014 - 2015 (1 year)

Wells Fargo Advisors LLC

2013 - 2014 (1 year)

Morgan Stanley

Disclosures

Please visit the SEC profile of Elisabeth Sanders to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cetera Investment Advisers LLC

Anthony Costabile
New York, NY
Carter Dye
Toledo, OH
Blake Mcginley
San Jose, CA
Nicholas Witte
Saint Louis, MO
Justin Lucas
Indianapolis, IN
Cameron Mcginley
Saint Louis, MO
Sean Mainwaring
Tampa, FL
Kurtis Anderson
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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