Elizabeth E. Telford

CORVUS WEALTH ADVISORS LLC

Templeton, CA 93465

Some features on this profile are disabled

CRD#: 7235015

Professional summary

Elizabeth Erin Telford, who also goes by Beth E Rey, Elizabeth E Rey, Beth E Telford, is a registered financial advisor currently at CORVUS WEALTH ADVISORS LLC located in Templeton, California.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Elizabeth has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Beth E Rey | Elizabeth E Rey | Beth E Telford

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.

1. 08/02/2021 - No Business Name - Investment Related - Business Owner - 10 Hours Per Month - Time Spent 5% - Event Coordinator for Small Events/Weddings. 2. 12/15/2021 - St. Rose Catholic School - Not Investment Related - 900 Tucker Avenue Paso Robles, CA 93446 - Outside/W-2 Employment - Volleyball Coach - Start Date: 03/01/2022 - 10 Hours Per Month/0 Hours During Securities Trading - Athletic Coach for boys and girls school volleyball, during school season (Spring) and school volleyball clinics outside of Spring.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Erin Telford's CRS (Customer Relationship Summary).

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®

None

Experience

Current

February 16, 2023 - Present

CORVUS WEALTH ADVISORS LLC

Office #1: 615 S. Main Street Suite A, Templeton, CA 93465

RIA

CRD#: 311261

Templeton, CA

Past

November 26, 2021 - December 15, 2022

LPL FINANCIAL LLC

RIA

CRD#: 6413

PASO ROBLES, CA

Past

August 27, 2021 - December 15, 2022

LPL FINANCIAL LLC

CRD#: 6413

PASO ROBLES, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CORVUS WEALTH ADVISORS LLC

CORVUS WEALTH ADVISORS LLC | CORVUS WEALTH ADVISORS, LLC

CRD#: 311261 / SEC#: 801-119912

RIA

Registered Investment Advisory firm - (12/15/2020 Approved)

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
(2/16/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/19/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/27/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/26/2021

Securities Industry Essentials Examination

Current Firm

CORVUS WEALTH ADVISORS LLC

CORVUS WEALTH ADVISORS LLC | CORVUS WEALTH ADVISORS, LLC

CRD#: 311261 / SEC#: 801-119912

RIA

Registered Investment Advisory firm - (12/15/2020 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

615 S. Main Street Suite A, Templeton, CA 93465

Mailing Address

Phone number

(805) 434-2608

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CORVUS WEALTH ADVISORS, LLC - FORM ADV PART 2A (5/13/2025)

Regulatory assets under management

Total Number of Accounts	1,320
AUM (Assets Under Management)	$ 870,591,493

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.

Similar Advisors

Robert Shannon

BRAZOS WEALTH ADVISORS LLC

IAR

FORT WORTH, TX

Blake Feldmann

INTEGRATED ADVISORS NETWORK LLC

IAR

Naples, FL

Matthew Stewart

FORESTVIEW FINANCIAL PARTNERS, LLC

IAR

Delaware, OH

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Elizabeth E. Telford

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Erin Telford's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORVUS WEALTH ADVISORS LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

CORVUS WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/19/2021

Series 7TO

Date: 8/27/2021

SIE

Date: 3/26/2021

Current Firm

CORVUS WEALTH ADVISORS LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CORVUS WEALTH ADVISORS LLC

TRUST BUT VERIFY

Similar Advisors