Elizabeth Ann Alamillo
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
13 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Wela Financial AdvisoryMay 2026 to now
- Brent Forrest & Associates, L.L.C. dba Wela Financial AdvisoryApr 2026 to now
- AXA Advisors, LLCJul 2019 to Apr 2026
- Equitable Advisors, LLCJul 2019 to Apr 2026
- WalgreensJul 2018 to Jul 2019
- Caps - SpainAug 2017 to Jun 2018
- University of HoustonAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Wela Financial Advisory
Legal name: Brent Forrest & Associates, L.L.C.
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7153332
- 126266