Elizabeth W. Mccollum

PROSPERITY FINANCIAL PLANNING LLC

CELEBRATION, FL

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CRD#: 7520615

Professional summary

Elizabeth Weisbecker Mccollum, who also goes by Elizabeth Mccollum, Liz Mccollum, Elizabeth Ann Weisbecker, is a registered financial advisor currently at PROSPERITY FINANCIAL PLANNING LLC located in Celebration, Florida.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Elizabeth has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Elizabeth Mccollum | Liz Mccollum | Elizabeth Ann Weisbecker

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.

NAME OF BUSINESS: NEW URBAN REAL ESTATE NON-INVESTMENT RELATED: REAL ESTATE BROKER ADDRESS (CITY/STATE): 412 ARBOR CIRCLE, CELEBRATION, FL 34747 NATURE OF BUSINESS: REAL ESTATE BROKERAGE POSITION: BROKER / SOLE PROPRIETOR START DATE: 10/2005 PPROX. HOURS/MONTH: <5 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: BROKER/OWNER

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Weisbecker Mccollum'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®

None

Experience

Current

June 19, 2025 - Present

PROSPERITY FINANCIAL PLANNING LLC

RIA

CRD#: 336596

CELEBRATION, FL

Past

November 15, 2022 - November 12, 2024

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

Malvern, PA

Past

October 7, 2022 - November 12, 2024

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

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

Florida
(6/19/2025)

IAR

Pennsylvania
(11/6/2025)

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: 11/14/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/7/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/12/2022

Securities Industry Essentials Examination

Current Firm

PROSPERITY FINANCIAL PLANNING LLC

PROSPERITY FINANCIAL PLANNING | PROSPERITY FINANCIAL PLANNING LLC

CRD#: 336596 / SEC#:

Florida

Registered Investment Advisory firm - (6/19/2025 Approved)

Pennsylvania

Registered Investment Advisory firm - (11/6/2025 Approved)

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Contact information

Main Address

Celebration, FL

Mailing Address

Phone number

(321) 330-6715

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Elizabeth W. Mccollum

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Weisbecker Mccollum's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROSPERITY FINANCIAL PLANNING LLC

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 11/14/2022

Series 7TO

Date: 10/7/2022

SIE

Date: 5/12/2022

Current Firm

PROSPERITY FINANCIAL PLANNING LLC

Contact information

Documents

Red Flags

Company Information

PROSPERITY FINANCIAL PLANNING LLC

TRUST BUT VERIFY

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