Elizabeth
Gustafson
Merriman
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About this Advisor
Elizabeth Gustafson is a financial advisor based in Eugene, Oregon, working with Merriman. Elizabeth has previously held positions at Roehl & Yi Investment Advisors, LLC, Boys And Girls Clubs Of Emerald Valley, Law Firm Of R. Scott Corey, Pc, Jerry's Home Improvement, and Merriman. Elizabeth has passed the Series 65 regulatory exam and is registered to provide services in Oregon. Currently, Elizabeth is part of Merriman, which operates out of Eugene, Oregon. The firm has 3 offices and 55 employees. The firm manages assets totaling $3.6 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 pooled investment vehicles, selection of other advisers, and other services. The fee structure at Merriman includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merriman Brokerage Details
$3,605,822,320
55
2,370
$1,521,444
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
Elizabeth Gustafson Work History
Merriman
Roehl & Yi Investment Advisors, LLC
Boys And Girls Clubs Of Emerald Valley
Law Firm Of R. Scott Corey, Pc
Jerry'S Home Improvement
Disclosures
Please visit the SEC profile of Elizabeth Gustafson 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 Merriman
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Eugene, OR
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