Elizabeth V Soto-delgadillo
Investment adviser representative at Verus Financial Group
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$158.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Verus Financial GroupNov 2023 to now
- Verus Capital Ventures, Inc. dba Verus Financial GroupSep 2023 to now
- Ifp Securities, LLCMay 2019 to Dec 2023
- Independent Financial PartnersMar 2016 to Dec 2023
- LPL Financial, LLCFeb 2016 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
State registrations
Registered as an investment adviser representative in 1 state (TX).
Verus Financial Group
Legal name: Verus Capital Ventures, Inc.
$158.7MAssets managed
388Clients
4Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1697306
- Firm CRD
- 315153