4821 E 2nd Street, Long Beach, CA, 90803
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Elizabeth is an Investment Advisor Representative (IAR) at CLG, LLC dba Wealth Management since 2016, spending about half her time on compliance and trading. She is also a partner/part owner in CLG Holding Company, LLC, a family holding company that owns the RIA CLG, LLC, dedicating minimal time to it. Additionally, Elizabeth is a partner/financial professional at John d. Cartwright & Assoc, INC, providing financial services and support to the regional office, dedicating about 10-20% of her time.