Elizabeth Ellen Smith
Investment adviser representative at Planmember Securities Corporation
20 yearsExperience
1 stateRegistered in
$10.1BFirm assets
35 yearsFirm in business
Are you Elizabeth Ellen Smith? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
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
20 years in the industry.
- Cornerstone Financial Planning Group LLCJan 2022 to now
- Planmember Securities CorporationDec 2021 to now
- United Financial NorthwestDec 2021 to now
- Liz Smith & Associates, Inc.Mar 2007 to now
- NutriMar 2022 to Aug 2023
- American HeritageNov 2011 to Sep 2020
- Allstate Insurance CoMay 2006 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (OR).
Planmember Securities Corporation
$10.1BAssets managed
69,645Clients
424Advisers
35 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
- 2533447
- Firm CRD
- 11869