Unclaimed Profile

Elizabeth Ann Carr

CLG LLC·LONG BEACH, California

Clean recordCLG 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Elizabeth Ann Carr is a registered financial advisor based in LONG BEACH, California, affiliated with CLG LLC. 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

Introduction

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Firm Overview

Firm

CLG LLC

AUM

$801M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CLG LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1830205

Firm CRD# 282605

View on FINRA BrokerCheck →

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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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