Elizabeth Claire Dewan

Employer firm

Wmg Financial Advisors, LLC CRD 285824

$694M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• 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

• 05/2010 → 12/2017
  Lincoln Financial Securities Corporation
  Knoxville, TN
• 06/2008 → 09/2020
  Wmg Financial Advisors
  Knoxville, TN
• 12/2017 → 04/2020
  Proequities Inc
  Knoxville, TN
• 04/2019 → 09/2020
  Wmg Financial Advisors, Llc
  Knoxville, TN
• 08/2008 → 09/2020
  Wmg Financial Advisors
  Knoxville, TN
• 02/2021 → Present
  Wmg Financial Advisors
  Knoxville, TN
• 01/2021 → Present
  Wmg Financial Advisors, Llc
  Knoxville, TN
• 09/2020 → 12/2020
  N/A
  Knoxville, TN

Previous Registrations

• 2019-05-08 → 2020-10-28
  Wmg Financial Advisors, Llc
  Knoxville, TN
• 2017-12-11 → 2019-05-04
  Concourse Financial Group Securities, Inc.
  Knoxville, TN
  Knoxville, TN
  Birmingham, AL
• 2012-06-19 → 2017-12-20
  Osaic Fs, Inc.
  Knoxville, TN

Exams

• S66 Uniform Combined State Law Examination
  2012-05-08

Other Names

• Elizabeth Blackwell