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EH

Elizabeth P. Hall

Some features on this profile are disabled
CRD#: 4567109
EH

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Elizabeth Presley Hall, who also goes by Betsy Presley, Elizabeth Cole Presley, Betsy Shroyer, Elizabeth Cole Shroyer, was a registered financial professional .

Elizabeth is a previously registered financial professional and started their career in finance in 2002. Elizabeth had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Betsy Presley | Elizabeth Cole Presley | Betsy Shroyer | Elizabeth Cole Shroyer

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)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

April 15, 2011 - July 20, 2020

FFEC WEALTH PARTNERS LLC

RIA
CRD#: 16507
Gunter, TX
Past

August 23, 2010 - December 31, 2010

FFEC WEALTH PARTNERS LLC

RIA
CRD#: 16507
Gunter, TX
Past

August 23, 2010 - July 20, 2020

FFEC WEALTH PARTNERS LLC

BD
CRD#: 16507
Gunter, TX
Past

February 21, 2006 - August 24, 2010

EDWARD JONES

RIA
CRD#: 250
ALLEN, TX
Past

February 21, 2006 - August 24, 2010

EDWARD JONES

BD
CRD#: 250
ALLEN, TX
Past

July 6, 2005 - February 21, 2006

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
DALLAS, TX
Past

July 6, 2005 - February 21, 2006

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
CHICAGO, IL
Past

February 23, 2005 - July 6, 2005

BANC ONE SECURITIES CORPORATION

RIA
CRD#: 16999
DALLAS, TX
Past

February 23, 2005 - July 6, 2005

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

October 14, 2002 - February 17, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
RICHARDSON, TX
Past

October 7, 2002 - February 17, 2005

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

October 7, 2002 - February 17, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/10/2002
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/2/2002
General Securities Representative Examination

Current Firm

FW
FFEC WEALTH PARTNERS LLC
155 PRIVATE WEALTH MANAGEMENT | YS ASSET MANAGEMENT | YANOFSKY WEALTH MANAGEMENT | WELLS ASSET MANAGEMENT | TAYLOR INSURANCE & FINANCIAL SERVICES | SPICER PRIVATE WEALTH MANAGEMENT | SITZMAN BONNER WEALTH MANAGEMENT | SIMONSON WEALTH MANAGEMENT | SILVER BIRCH ADVISORS | SELF WEALTH MANAGEMENT | SAGE WEALTH MANAGEMENT | PEAK FINANCIAL MANAGEMENT | NOWFEL PRIVATE WEALTH MANAGEMENT | MULENFELD & HUISH | LINDAU CAPITAL MANAGEMENT | HERMES WEALTH MANAGEMENT | HAWKPEAK CONSULTING GROUP | HALL WEALTH STRATEGIES | GIBSON WEALTH MANAGEMENT | GIAGER WEALTH MANAGEMENT | FIRST FINANCIAL OF ASPEN | FIRST FINANCIAL EQUITY CORPORATION | FIDUCIARY 401K ADVISORS | FFEC WEALTH PARTNERS LLC | FFEC | EXECUTIVE WEALTH PLANNING | ESPINOZA PRIVATE WEALTH MANAGEMENT | EDWARD GEORGE WEALTH MANAGEMENT | DKGBFINANCIAL GROUP | DISCIPLINED ADVISORS GROUP | DILDAY & ASSOCIATES | CARDIEL CAPITAL MANAGEMENT | BARON FINANCIAL GROUP | ARTFX FINANCIAL PLANNING

CRD#: 16507 / SEC#: 801-63970, 8-34082

BD
Terminated by SEC on 10/22/2022
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Contact information

Main Address
7047 E Greenway Parkway Suite 350, Scottsdale, AZ 85254
Mailing Address
Phone number
(480) 951-0079
Established
Arizona since 06/02/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
174

Documents

Latest Form ADV

Part 2 Brochures

WRAP BROCHURE (2/3/2022)
FORM ADV 2A (2/3/2022)

Direct owners and executive officers

NamePositionCRD#
SITZMAN, ANDREW LEECFO, CCO6877630

Regulatory assets under management

Total Number of Accounts5,755
AUM (Assets Under Management)$ 2,371,850,816

Disclosures

Regulatory Event8
Arbitration1

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.

Company Information

FFEC WEALTH PARTNERS LLC

CRD#: 16507

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