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Elizabeth Schell

Creative Financial Advisor Group LLC

San Clemente, CA

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Current Employers
Creative Financial Advisor Group Llc

San Clemente, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-06
  • CA RA
    APPROVED
    Since 2025-01-06

Branch Locations

San Clemente, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Creative Financial Advisor Group Llc San Clemente CA 07/2022 Present
Not Employed San Clemente CA 06/2011 06/2022
Other Businesses

Licensed insurance professional; same address; not investment-related; less than 10% of business time.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-16
  • S65 Uniform Investment Adviser Law Examination
    2020-08-16

View on SEC IAPD

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