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Elizabeth Davila

CMFS ADVISORS, LLC·MIAMI LAKES, Florida
Unclaimed Profile
8100 OAK LANE, MIAMI LAKES, FL 33016-5877CRD# 6024365Firm CRD# 161010
01

About

Elizabeth Davila is a registered financial advisor based in MIAMI LAKES, Florida, affiliated with CMFS ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
CMFS ADVISORS, LLC
CMFS ADVISORS, LLC
AUM
Regulatory assets under management
Employees
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6024365
Firm CRD# 161010
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Elizabeth Davila offer?
Elizabeth Davila specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MIAMI LAKES, Florida for a consultation.
What are Elizabeth Davila's credentials?
Elizabeth Davila is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elizabeth Davila located?
Elizabeth Davila is based in MIAMI LAKES, Florida, working with CMFS ADVISORS, LLC. Their office serves clients in the MIAMI LAKES metropolitan area and surrounding communities.
How does Elizabeth Davila charge for services?
Elizabeth Davila's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CMFS ADVISORS, LLC?
CMFS ADVISORS, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
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