Unclaimed Profile

Elisa Marie Williamson

PRUDENT INVESTORS NETWORK, INC.·LAKE FOREST, California

Clean recordPRUDENT INVESTORS NETWORK, INC.

22932 EL TORO RD., LAKE FOREST, CA 92630CRD# 5585374Firm CRD# 127284

Profile Verification

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

Identity

Elisa Marie Williamson · LAKE FOREST, CA

Registration

CRD #5585374 · PRUDENT INVESTORS NETWORK, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Elisa Marie Williamson is a registered financial advisor based in LAKE FOREST, California, affiliated with PRUDENT INVESTORS NETWORK, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with Elisa

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Elisa is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

PRUDENT INVESTORS NETWORK, INC.

PRUDENT INVESTORS

AUM

$295M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PRUDENT INVESTORS NETWORK, INC. →

Services

Financial planning

Portfolio management (individuals)

Market timing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 5585374

Firm CRD# 127284

View on FINRA BrokerCheck →

Looking for a financial advisor in LAKE FOREST?

Browse all registered financial advisors in LAKE FOREST, California or claim this profile if it's yours.

Browse LAKE FOREST Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Elisa Marie Williamson offer?

Elisa Marie Williamson specializes in Financial Planning, Investment Management. Contact their office in LAKE FOREST, California for a consultation.

What are Elisa Marie Williamson's credentials?

Elisa Marie Williamson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Elisa Marie Williamson located?

Elisa Marie Williamson is based in LAKE FOREST, California, working with PRUDENT INVESTORS NETWORK, INC.. Their office serves clients in the LAKE FOREST metropolitan area and surrounding communities.

How does Elisa Marie Williamson charge for services?

Elisa Marie Williamson's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRUDENT INVESTORS NETWORK, INC.?

PRUDENT INVESTORS NETWORK, INC. has approximately 5 employees and manages $295M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →