Unclaimed Profile

Elizabeth Ann Carr

CLG LLC·LONG BEACH, California

SIE, Series 7, Series 24, Series 51, Series 63Clean record29 years registeredCLG LLC

4821 E 2ND STREET, LONG BEACH, CA 90803CRD# 1830205Firm CRD# 282605

Profile Verification

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

Identity

Elizabeth Ann Carr · LONG BEACH, CA

Registration

CRD #1830205 · CLG LLC · 29 years registered

Brand Profile

Not yet started

Career History

CLG LLC

Feb 2017 – present

CETERA INVESTMENT ADVISERS LLC

Jun 2023 – Dec 2023

LONG BEACH, CA

CETERA ADVISOR NETWORKS LLC

Mar 2012 – Jun 2023

LONG BEACH, CA

FINANCIAL NETWORK INVESTMENT CORPORATION

Jul 1997 – Apr 2007

LONG BEACH, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 51

Series 63

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLG LLC

CRD 282605 · SEC 801-108414

AUM

$801M

Regulatory assets under management

Employees

2,282 client accounts

Services offered by CLG LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CLG LLC →

Introduction

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Frequently Asked Questions

What services does Elizabeth Ann Carr offer?

Elizabeth Ann Carr specializes in Financial Planning, Investment Management. Contact their office in LONG BEACH, California for a consultation.

What are Elizabeth Ann Carr's credentials?

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

Where is Elizabeth Ann Carr located?

Elizabeth Ann Carr is based in LONG BEACH, California, working with CLG LLC. Their office serves clients in the LONG BEACH metropolitan area and surrounding communities.

How does Elizabeth Ann Carr charge for services?

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

How large is CLG LLC?

CLG LLC has approximately 26 employees and manages $801M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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