Elisabeth Marie Dawson-Scherbaum

Employer firm

Copia Wealth Management Advisors, Inc. CRD 288286

$19.7M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2009 → Present
  Dawson Ins & Financial Svcs Inc
  San Diego, CA
• 02/2017 → 04/2017
  Regal Investment Advisors, Llc
  Kentwood, MI
• 06/2017 → Present
  Copia Wealth Management Advisors, Inc.
  San Diego, CA

Previous Registrations

• 2017-02-22 → 2017-04-03
  Regal Investment Advisors Llc
  San Diego, CA
  Kentwood, MI

Other Businesses

ENTITY: DAWSON INSURANCE AND FINANCIAL SERVICES, INC., DBA COPIA WEALTH MANAGEMENT & INSURANCE SERVICES; NATURE: CONSULTING FOR COPIA WEALTH MANAGEMENT PROCESS COACHING, COLLEGE PLANNING THROUGH COLLEGE PLANNING RELIEF, FIXED LIFE INSURANCE/ANNUITY/DISABILITY SALES; LOCATION: 3636 CAMINO DEL RIO NORTH, STE 102, SAN DIEGO, CA 92108;NON-INVESTMENT RELATED; POSITION: PRESIDENT/CEO; HOURS: 200 HRS/MO OR 85% OF TIME SPENT. COACHING & CONSULTING "COACHING AGREEMENT" FOR INDIVIDUALS, APPROX 40 HOUR PER MONTH MEDAGLIA, LLC, LLC OWNED FOR OFFICE BUILDING. APPROX O HOURS PER MONTH TREASURER ON HOA BOARD FOR OFFICE BUILDING, NO COMPENSATION PAID, APPROX 10 HRS PER MONTH

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-01-27
• S63 Uniform Securities Agent State Law Examination
  2000-01-11

Other Names

• Liz Dawson
• Elisabeth Dawson
• Elisabeth Marie Sanders
• Elisabeth Marie Dawson-Scherbaum
• Elisabeth Marie Dawson