Elizabeth D. Loda

WOMEN'S WORTH ADVISORS

Hilton Head Island, SC 29926

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CRD#: 1685180

Professional summary

Elizabeth Dake Loda, CFP®, who also goes by Elizabeth Dake Loda Cfp, is a registered financial advisor currently at WOMEN'S WORTH ADVISORS located in Hilton Head Island, South Carolina.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Elizabeth has worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Elizabeth Dake Loda Cfp

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 02/14/2018 - WOMENS FINANCIAL NETWORK - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 9/1/09 - 120 During Securities Trading. 2. 02/14/2018 - HILTON HEAD MONTHLY MAGAZINE. - Not Investment Related - 21 TURRETT SHELL LN, HILTON HEAD ISLAND, SC. - Other - WRITER - Start Date 09/1997 - 5 Hours Per Month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Dake Loda's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1990

Experience

Current

March 10, 2021 - Present

WOMEN'S WORTH ADVISORS

Office #1: 15 Hospital Center Common Suite 200f, Hilton Head Island, SC 29926

RIA

CRD#: 310961

Hilton Head Island, SC

Past

February 14, 2018 - February 24, 2021

LPL FINANCIAL LLC

CRD#: 23131

SCOTTSDALE, AZ

Past

January 11, 1988 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

July 2, 1987 - March 4, 1988

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

South Carolina
(3/10/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/8/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/2/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/20/1987

General Securities Representative Examination

Current Firm

WOMEN'S WORTH ADVISORS

WOMEN'S WORTH ADVISORS | WWA | WOMENS WORTH ADVISORS | WOMEN'S WORTH ADVISORS LLC

CRD#: 310961 / SEC#:

South Carolina

Registered Investment Advisory firm - (2/12/2021 Approved)

Texas

Registered Investment Advisory firm - (4/15/2024 Conditional Restricted)

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Contact information

Main Address

15 Hospital Center Common Suite 200f, Hilton Head Island, SC 29926

Mailing Address

Phone number

(843) 681-7526

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	121
AUM (Assets Under Management)	$ 22,599,309

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Elizabeth D. Loda

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Dake Loda's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

INVEST FINANCIAL CORPORATION

INVEST FINANCIAL CORPORATION

THE BEDMINSTER GROUP

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

CITISTREET FINANCIAL SERVICES LLC

CITISTREET EQUITIES LLC

OSAIC WEALTH, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/8/2006

Series 63

Date: 7/2/1987

SIE

Date: 10/1/2018

Series 7

Date: 6/20/1987

Current Firm

WOMEN'S WORTH ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WOMEN'S WORTH ADVISORS

TRUST BUT VERIFY

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