Elizabeth Louise Flores
Investment adviser representative at Legacy Wealth Advisors, LLC
24 yearsExperience
1 stateRegistered in
$178.3MFirm assets
5 yearsFirm in business
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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
Experience
24 years in the industry.
- Legacy Wealth Advisors, LLCJun 2020 to now
- Sterling Advisory Services, LLCJan 2014 to Sep 2020
- Liz L Flores, CpaFeb 2002 to Sep 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (CA).
Legacy Wealth Advisors, LLC
$178.3MAssets managed
62Clients
2Advisers
5 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
- 4617040
- Firm CRD
- 127758