Elizabeth P. Dye
Professional summary
Elizabeth Paige Rainer Dye, who also goes by Elizabeth Paige Dye, Elizabeth Paige Rainer, is a registered financial advisor currently at LONETREE WEALTH MANAGEMENT located in Memphis, Tennessee.
Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Elizabeth has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Elizabeth Paige Rainer Dye's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 18, 2024 - Present
LONETREE WEALTH MANAGEMENT
Office #1: 5100 Poplar Avenue Suite 1504, Memphis, TN 38137February 17, 2023 - September 12, 2023
UBS FINANCIAL SERVICES INC.
November 4, 2022 - September 12, 2023
UBS FINANCIAL SERVICES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/18/2024)
Exams
Series 7TO
Date: 11/4/2022
General Securities Representative ExaminationCurrent Firm
LONETREE WEALTH MANAGEMENT
CRD#: 322711 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 253 |
| AUM (Assets Under Management) | $ 44,574,286 |
Red Flags
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Company Information
LONETREE WEALTH MANAGEMENT
CRD#: 322711Memphis, TN 38137TRUST BUT VERIFY
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