EB
Elizabeth Bennett
from Chesapeake Financial Planning
Elizabeth Bennett is a financial advisor based in Maryland, Annapolis,
with 16 years of experience. Elizabeth currently works for
Chesapeake Financial Planning.
Elizabeth maintains a S66 license (Uniform Combined State 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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Elizabeth Bennett works at Chesapeake Financial Planning
Chesapeake Financial Planning is a financial advisory firm based in Annapolis, Maryland. It currently has approximately $153,713,413 of assets under management and employs about 6 people. Chesapeake Financial Planning uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and fee for monitoring third party managers.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
4 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and fee for monitoring third party managers
Office location
71 Old Mill Bottom Road North, Suite 201, Annapolis, Maryland, 21409
Advisor can help with
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