advisor profile

Elizabeth Anne Laboone

IAR
RR
elizabeth anne evangelista
Name or #CRD
Location
Firm name
Credentials
Advisor type
Disclosures
OVERVIEW

Elizabeth Anne Laboone, CIMA, who also goes by Elizabeth Anne Evangelista, is a registered financial advisor at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED located in Sarasota, Florida.

Elizabeth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Elizabeth has worked at 1 firm and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Disclosures
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Disclosures in the financial services industry fall under the following categories: criminal or civil penalties, customer disputes, fines, regulatory actions, financial, civil bonds, liens, separations with employers or judgments.
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Advisor Information

ADVISOR PROFILE
Services Offered
Financial planning
Trading individual securities
Loans/credit services
Trust & estate planning
Retirement planning
My Ideal Client
Retail
High Net Worth
Ultra High Net Worth
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CREDENTIALS
CREDENTIALS (1)
CIMA: Certified Investment Management Analyst
Certified Investment Management Analyst
STATE SECURITY LAW EXAM ()
GENERAL INDUSTRY/PRODUCTS EXAM ()
PRINCIPAL/SUPERVISORY EXAM ()
STATE REGISTRATIONS (34)
Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming
RR
Arizona (2/10/2009)
RR
California (11/10/2000)
RR
Colorado (10/3/2000)
RR
Connecticut (10/3/2000)
RR
Delaware (3/8/2021)
RR
District of Columbia (2/10/2009)
RR
Florida (8/7/2000)
IAR
Florida (8/7/2000)
RR
Georgia (12/6/2001)
RR
Hawaii (3/14/2017)
RR
Illinois (1/5/2001)
RR
Indiana (2/10/2009)
RR
Kansas (2/10/2009)
RR
Maine (2/5/2008)
RR
Maryland (11/10/2000)
RR
Massachusetts (1/13/2009)
RR
Michigan (10/11/2000)
RR
Missouri (11/7/2000)
RR
Nevada (8/13/2018)
RR
New Jersey (11/29/2000)
RR
New Mexico (3/15/2010)
RR
New York (10/3/2000)
RR
North Carolina (5/17/2006)
RR
Ohio (2/25/2005)
RR
Oregon (4/9/2013)
RR
Pennsylvania (11/7/2000)
RR
Rhode Island (1/29/2013)
RR
South Carolina (5/3/2002)
RR
Tennessee (10/24/2014)
RR
Texas (6/7/2005)
IAR
Texas (6/7/2005)
RR
Vermont (2/10/2009)
RR
Virginia (11/13/2000)
RR
Washington (2/2/2021)
SRO REGISTRATIONS (9)
RR
Cboe BYX Exchange, Inc. APPROVED
RR
Cboe BZX Exchange, Inc. APPROVED
RR
Cboe EDGA Exchange, Inc. APPROVED
RR
Cboe EDGX Exchange, Inc. APPROVED
RR
Cboe Exchange, Inc. APPROVED
RR
FINRA APPROVED
RR
Investors' Exchange LLC APPROVED
RR
Nasdaq Stock Market APPROVED
RR
New York Stock Exchange APPROVED

Firm Information

Some financial advisors may work at more than one firm. Click the employer below (current or previous) to view their data
CURRENT EMPLOYERS
RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (#7691)
1819 Main St, Sarasota, FL, 34236
8/7/2000 - Current
BD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (#7691)
1819 Main St, Sarasota, FL, 34236
8/4/2000 - Current
PREVIOUS EMPLOYER (0)
advisor profile
Claim Profile

Elizabeth Anne Laboone

IAR
RR
CIMA: Certified Investment Management Analyst
Experience: 23 years / 1 firms
CRD#: 4219605

elizabeth_a_laboone@ml.com
(941) 364-5605

Wealth Management Advisor
Minimum Assets Required:
$ 250,000

LOCATION
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