Elizabeth
Sawyer Estrade
Stifel Independent Advisors, LLC
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About this Advisor
Elizabeth Sawyer Estrade is a financial advisor based in Gulfport, Mississippi, working with Stifel Independent Advisors, LLC. Elizabeth has previously worked at Vaughn And Bowden, Stone County Youth Court, University Of Mississippi, Women Of Grace, University Of Memphis, Betsey Sawyer Coaching, Guiding Star Project, and Stifel Independent Advisors, LLC. Elizabeth has passed the Series 66 regulatory exam and is registered to provide services in Mississippi. Elizabeth is currently part of Stifel Independent Advisors, LLC, which operates in Gulfport, Mississippi. The firm has 78 offices and 206 employees. Stifel Independent Advisors, LLC manages $4.4 billion in assets and serves both charitable organizations and high-net-worth clients. The firm offers services such as financial planning, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting, selection of other advisers, and educational seminars. The fee structures at Stifel Independent Advisors, LLC include asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Stifel Independent Advisors, LLC Brokerage Details
$4,379,138,273
206
11,648
$375,956
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Elizabeth Sawyer Estrade Work History
Stifel Independent Advisors, LLC
Betsey Sawyer Coaching
University Of Memphis
Guiding Star Project
Women Of Grace
Vaughn And Bowden
Stone County Youth Court
University Of Mississippi
Disclosures
Please visit the SEC profile of Elizabeth Sawyer Estrade to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stifel Independent Advisors, LLC
Gulfport, MS
Saint Louis, MO
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Saint Louis, MO
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