Elisabeth
Boaz
Three Bell Capital LLC
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About this Advisor
Elisabeth Boaz is a financial advisor based in Dallas, Texas, working with Three Bell Capital LLC. Elisabeth has previously held positions at Winans International, Wi Mutual Funds, LLC, Northern Lights Distributors, LLC, In Home Support Services-State Of California, American River Wealth Management, Peoples Home Equity, Soligent Distribution, Three Bell Capital LLC, Digilock, Packard Financial, Digital Music Inc, and Scarbrough Financial. Elisabeth has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Elisabeth is part of Three Bell Capital LLC, which operates out of Dallas, Texas. The firm has 4 offices and 18 employees. The firm manages assets totaling $3.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Three Bell Capital LLC includes asset-based, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Three Bell Capital LLC Brokerage Details
$3,248,428,457
18
552
$5,884,834
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Elisabeth Boaz Work History
Three Bell Capital LLC
Three Bell Capital LLC
Northern Lights Distributors, LLC
Wi Mutual Funds, LLC
Winans International
In Home Support Services-State Of California
Packard Financial
Digital Music Inc
American River Wealth Management
Scarbrough Financial
Digilock
Peoples Home Equity
Soligent Distribution
Winans International
Disclosures
Please visit the SEC profile of Elisabeth Boaz 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 Three Bell Capital LLC
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
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