Elisabeth Boaz

from Three Bell Capital LLC
SEC regulated
Regulated Investment Advisor
Elisabeth Boaz is a financial advisor based in California, Los Altos, with 17 years of experience. Elisabeth currently works for Three Bell Capital LLC. Elisabeth maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Elisabeth Boaz works at Three Bell Capital LLC
Three Bell Capital LLC is a financial advisory firm based in Los Altos, California. It currently has approximately $950,040,766 of assets under management and employs about 19 people. Three Bell Capital LLC uses a fee structure of a percentage of assets under your management, fixed fees, performance-based fees and third party.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
4 years
Fee structure
A percentage of assets under your management, fixed fees, performance-based fees and third party
Office location
548 Market Street,, Suite 72712, Los Altos, California, 94104

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