EF
Elizabeth Flores
from Legacy Wealth Advisors, LLC
Elizabeth Flores is a financial advisor based in California, San Jose,
with 23 years of experience. Elizabeth currently works for
Legacy Wealth Advisors, LLC.
Elizabeth maintains a S65 license (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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Elizabeth Flores works at Legacy Wealth Advisors, LLC
Legacy Wealth Advisors, LLC is a financial advisory firm based in San Jose, California. It currently has approximately $103,460,116 of assets under management and employs about 7 people. Legacy Wealth Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
20 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
2001 Gateway Place, Suite 600w, San Jose, California, 95110
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