EM
CFP
EM
CFP

Elizabeth Mcelravey

32 Years of Experience
BrokerSells Insurance

Elizabeth Mcelravey is a CFP-designated registered investment advisor, based in Torrance, CA, with 32 years of industry experience.

Location

21250 Hawthorne Blvd., Suite 560, Torrance, CA, 90503

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Elizabeth is an Investment Advisory Representative at CLG LLC DBA Moran, Heising, & McElravey, LLC since 2002. She is also the owner of McElravey Financial Planning, an S corp created to manage tax and administrative issues, and sells fixed/traditional insurance products, dedicating a few hours per week.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
January 2024 - Present · 2 yrs 3 mos
Clg LLC
July 2023 - Present · 2 yrs 9 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2023 - December 2023 · 6 mos
Cetera Advisor Networks LLC
January 2003 - June 2023 · 20 yrs 5 mos
Cetera Advisor Networks LLCBroker
October 2002 - December 2023 · 21 yrs 2 mos
Vfinance Investments, INCBroker
May 2002 - July 2002 · 2 mos
Roth Capital Partners, INC.Broker
January 1995 - August 2000 · 5 yrs 7 mos
Kidder, Peabody & CO. IncorporatedBroker
May 1991 - November 1994 · 3 yrs 6 mos
State Registrations3 states
AZCAMD
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Elizabeth Mcelravey - Financial Advisor | TrueAdvisor