Elizabeth Saghi

from Avalan, LLC
SEC regulated
Regulated Investment Advisor
Elizabeth Saghi is a financial advisor based in California, Santa Barbara, with 28 years of experience. Elizabeth currently works for Avalan, LLC. Elizabeth 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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Elizabeth Saghi works at Avalan, LLC
Avalan, LLC is a financial advisory firm based in Santa Barbara, California. It currently has approximately $324,430,916 of assets under management and employs about 10 people. Avalan, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
2 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
233 E Carillo, Suite B, Santa Barbara, California, 93101

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