EC
EC

Elizabeth Ellen Chamberlain

9 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
64 advisors
Number of Clients
5,355 clients
Average Client Portfolio
$378K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

2700 Post Oak Blvd Ste 1700, Houston, TX, 77056

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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 Activities

Elizabeth is a CPA providing bookkeeping and accounting services since 2011, dedicating a few hours per week. She is also a registered representative under Sunbelt Securities Inc. since 2017, spending full-time hours on this activity.

Employment History
Current Registrations
Sunbelt Securities
March 2017 - Present · 8 yrs 11 mos
Sunbelt Securities, INC.Broker
November 2016 - Present · 9 yrs 3 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Elizabeth Ellen Chamberlain - Financial Advisor | TrueAdvisor