Elizabeth V. Soto-delgadillo

VERUS FINANCIAL GROUP

Bellaire, TX 77401

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CRD#: 1697306

Professional summary

Elizabeth V Soto-delgadillo, CFP®, who also goes by Elizabeth VIrginia Soto, Elizabeth Virginia Sotodelgadillo, is a registered financial advisor currently at VERUS FINANCIAL GROUP located in Bellaire, Texas.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Elizabeth has worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Elizabeth Virginia Soto | Elizabeth Virginia Sotodelgadillo

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth V Soto-delgadillo's CRS (Customer Relationship Summary).

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: 2000

Experience

Current

November 30, 2023 - Present

VERUS FINANCIAL GROUP

Office #1: 5959 West Loop South 333, Bellaire, TX 77401

RIA

CRD#: 315153

Bellaire, TX

Past

May 23, 2019 - December 20, 2023

IFP SECURITIES, LLC

CRD#: 297287

Bellaire, TX

Past

March 17, 2016 - December 20, 2023

INDEPENDENT FINANCIAL PARTNERS

RIA

CRD#: 125112

Bellaire, TX

Past

February 22, 2016 - March 18, 2016

LPL FINANCIAL LLC

RIA

CRD#: 6413

BELLAIRE, TX

Past

February 22, 2016 - May 23, 2019

LPL FINANCIAL LLC

CRD#: 6413

BELLAIRE, TX

Past

June 7, 2007 - February 26, 2016

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

HOUSTON, TX

Past

May 3, 2007 - February 26, 2016

MML INVESTORS SERVICES, LLC

CRD#: 10409

HOUSTON, TX

Past

May 14, 2004 - April 27, 2007

WESTPARK WEALTH ADVISORS, INC.

RIA

CRD#: 130914

HOUSTON, TX

Past

July 31, 2002 - December 31, 2004

IMS SECURITIES, INC.

RIA

CRD#: 35567

HOUSTON, TX

Past

May 9, 2000 - April 27, 2007

IMS SECURITIES, INC.

CRD#: 35567

HOUSTON, TX

Past

October 2, 1987 - May 10, 2000

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VERUS FINANCIAL GROUP

EVS FINANCIAL | VERUS FINANCIAL GROUP | VERUS CAPITAL VENTURES, INC. | VERUS CAPITAL VENTURES, INC

CRD#: 315153 / SEC#: 801-129875

RIA

Registered Investment Advisory firm - (4/11/2024 Approved)

Texas

Registered Investment Advisory firm - (5/6/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Texas
(11/30/2023)

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

Series 63

Date: 9/3/1987

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: 3/31/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/1/1987

Investment Company Products/Variable Contracts Representative Examination

Current Firm

VERUS FINANCIAL GROUP

EVS FINANCIAL | VERUS FINANCIAL GROUP | VERUS CAPITAL VENTURES, INC. | VERUS CAPITAL VENTURES, INC

CRD#: 315153 / SEC#: 801-129875

RIA

Registered Investment Advisory firm - (4/11/2024 Approved)

Texas

Registered Investment Advisory firm - (5/6/2024 Terminated)

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Contact information

Main Address

14141 Southwest Freeway Suite 150, Sugar Land, TX 77478

Mailing Address

Phone number

(713) 909-3188

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- VERUS CAPITAL VENTURES, INC (9/4/2025)

Regulatory assets under management

Total Number of Accounts	640
AUM (Assets Under Management)	$ 129,716,992

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 V. Soto-delgadillo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth V Soto-delgadillo's CRS (Customer Relationship Summary).

Certified licenses

Experience

VERUS FINANCIAL GROUP

IFP SECURITIES, LLC

INDEPENDENT FINANCIAL PARTNERS

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

WESTPARK WEALTH ADVISORS, INC.

IMS SECURITIES, INC.

IMS SECURITIES, INC.

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

VERUS FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 63

Date: 9/3/1987

SIE

Date: 10/1/2018

Series 7

Date: 3/31/2003

Series 6

Date: 10/1/1987

Current Firm

VERUS FINANCIAL GROUP

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VERUS FINANCIAL GROUP

TRUST BUT VERIFY

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