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Elizabeth Elsa Taylor

Elizabeth E. Taylor

ELLA FINANCIAL ADVISING
Oakland, CA 94618
Some features on this profile are disabled
CRD#: 6404273
Elizabeth Elsa Taylor

Professional summary

Elizabeth Elsa Taylor, CFP®, who also goes by Ella Taylor, Liz Taylor, is a registered financial advisor currently at ELLA FINANCIAL ADVISING located in Oakland, California.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Elizabeth has worked at 4 firms .

top-8-questions

Question & Answer

What are your service offerings?
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
AUM
Charitable Giving
Entrepreneurs
Financial Psychology/Coaching
Fixed Fee (Subscription, Retai...
High Net Worth Client Needs
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes

Aliases

Ella Taylor | Liz Taylor

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.
ASG Investments; Investment-related; 1325 Airmotive Way, Suite 340, Reno, Nevada 89502; privately held family office; Vice President; 02/2021; Elizabeth Taylor spends approximately 15% of her time on this outside business activity; Primary duties include research and investment analysis and various non-investment related functions

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Elsa Taylor's 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: 2013

Experience

Current

February 7, 2020 - Present

ELLA FINANCIAL ADVISING

Office #1: 5237 College Avenue, Oakland, CA 94618
RIA
CRD#: 307357
Oakland, CA
Past

December 8, 2015 - March 2, 2020

ADASINA SOCIAL CAPITAL

RIA
CRD#: 151411
SAN FRANCISCO, CA
Past

August 11, 2015 - February 25, 2016

CURTIS FINANCIAL PLANNING

RIA
CRD#: 136785
OAKLAND, CA
Past

October 9, 2014 - October 14, 2014

BRIGHTON JONES LLC

RIA
CRD#: 108601
SAN FRANCISCO, CA

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
California
(2/7/2020)

Exams

Current Firm

ELLA FINANCIAL ADVISING
ELLA FINANCIAL ADVISING
ELLA FINANCIAL ADVISING | ELLA FINANCIAL ADVISING LLC

CRD#: 307357 / SEC#:

California
Registered Investment Advisory firm - (2/7/2020 Approved)
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Contact information

Main Address
5237 College Avenue, Oakland, CA 94618
Mailing Address
Phone number
(510) 324-9487
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts210
AUM (Assets Under Management)$ 87,020,666

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

ELLA FINANCIAL ADVISING

ELLA FINANCIAL ADVISING

CRD#: 307357Oakland, CA 94618

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Contact information

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