Elizabeth A. Campney
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 Ann Campney, who also goes by Liz Ann Campney, Elizabeth Ann Jensen, Liz Jensen, was a registered financial professional .
Elizabeth is a previously registered financial professional and started their career in finance in 2004. Elizabeth had worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 22, 2023 - July 12, 2024
STEVENS CAPITAL PARTNERS
April 28, 2008 - December 5, 2008
AMERIPRISE FINANCIAL SERVICES, LLC
May 23, 2007 - January 7, 2008
MORGAN KEEGAN & COMPANY, LLC
August 24, 2006 - February 8, 2007
SII INVESTMENTS, INC.
November 16, 2004 - August 9, 2006
WADDELL & REED
July 28, 2004 - October 20, 2004
LPL FINANCIAL LLC
Primary Firm SEC Registration
STEVENS CAPITAL PARTNERS
CRD#: 317517 / SEC#: 801-122960
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
STEVENS CAPITAL PARTNERS
CRD#: 317517 / SEC#: 801-122960
Contact information
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,137 |
| AUM (Assets Under Management) | $ 600,726,359 |
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.
