Elizabeth W. Millet
Professional summary
Elizabeth Watson Millet, who also goes by Elizabeth Millet, Liza Millet, is a registered financial advisor currently at INCOME FOCUS PORTFOLIO MANAGEMENT located in Jackson, Wyoming.
Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Elizabeth has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Elizabeth Watson Millet's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 4, 2013 - Present
INCOME FOCUS PORTFOLIO MANAGEMENT
Office #1: 1110 Maple Way, Jackson, WY 83001March 4, 1994 - March 31, 1997
FINANCIAL SQUARE PARTNERS
Primary Firm SEC Registration
INCOME FOCUS PORTFOLIO MANAGEMENT
CRD#: 165477 / SEC#: 801-77168
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/5/2017)
Exams
Current Firm
INCOME FOCUS PORTFOLIO MANAGEMENT
CRD#: 165477 / SEC#: 801-77168
Contact information
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 601 |
| AUM (Assets Under Management) | $ 362,464,641 |
Red Flags
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