Unclaimed Profile

Elizabeth Giltz Anderson

CONCOURSE FINANCIAL GROUP SECURITIES, INC.·BIRMINGHAM, Alabama

SIE, Series 6, Series 7, Series 24, Series 26, Series 63, Series 65Clean record25 years registeredCONCOURSE FINANCIAL GROUP SECURITIES, INC.

2801 HIGHWAY 280 SOUTH, BIRMINGHAM, AL 35223CRD# 2209248Firm CRD# 15708

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Elizabeth Giltz Anderson · BIRMINGHAM, AL

Registration

CRD #2209248 · CONCOURSE FINANCIAL GROUP SECURITIES, INC. · 25 years registered

Brand Profile

Not yet started

Career History

CETERA INVESTMENT ADVISERS LLC

Feb 2025 – present

CONCOURSE FINANCIAL GROUP ADVISORS

Jul 2016 – Feb 2025

Birmingham, AL

EDWARD JONES

Apr 2016 – Jul 2016

ST. LOUIS, MO

STERNE AGEE ASSET MANAGEMENT, INC.

Jun 2007 – Mar 2016

BIRMINGHAM, AL

PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.

Apr 2006 – Jun 2007

BOSTON, MA

PIONEER INVESTMENT MANAGEMENT, INC.

Nov 2005 – Apr 2006

BOSTON, MA

AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC

Sep 2005 – Oct 2005

BIRMINGHAM, AL

AMSOUTH ASSET MANAGEMENT, INC.

Feb 2005 – Sep 2005

BIRMINGHAM, AL

AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC

Jul 2003 – Feb 2005

BIRMINGHAM, AL

AMSOUTH INVESTMENT SERVICES, INC.

Jul 2002 – Sep 2003

BIRMINGHAM, AL

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Jan 2001 – Jul 2002

BIRMIGHAM, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 63

Series 65

Registration record

First registered · January 25, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD 15708 · SEC 801-56010

AUM

$4.4B

Regulatory assets under management

Employees

885

20,957 client accounts

Services offered by CONCOURSE FINANCIAL GROUP SECURITIES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CONCOURSE FINANCIAL GROUP SECURITIES, INC. →

Introduction

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Frequently Asked Questions

What services does Elizabeth Giltz Anderson offer?

Elizabeth Giltz Anderson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are Elizabeth Giltz Anderson's credentials?

Elizabeth Giltz Anderson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Elizabeth Giltz Anderson located?

Elizabeth Giltz Anderson is based in BIRMINGHAM, Alabama, working with CONCOURSE FINANCIAL GROUP SECURITIES, INC.. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does Elizabeth Giltz Anderson charge for services?

Elizabeth Giltz Anderson's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONCOURSE FINANCIAL GROUP SECURITIES, INC.?

CONCOURSE FINANCIAL GROUP SECURITIES, INC. has approximately 885 employees and manages $4.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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