Elizabeth M. Aldinger
Geen lopende functies
Profiel
Ms. Aldinger joined Legacy Wealth Management in 2011 after serving as Vice President and Senior Financial Planner at Morgan Keegan.
In addition, She has 9 years of comprehensive financial planning experience at Lifetime Planning, Inc., Kelman-Lazarov, Inc. and First Horizon National Corporation.
Ms. Aldinger received her CFP certification in 2004 and is a member of the Financial Planning Association, the Mid-South Chapter of the Financial Planning Association where she serves as a Board Member and the Estate Planning Council of Memphis.
Elizabeth is currently enrolled in the Certified Divorce Financial Analyst program and expects to complete the certification in 2011.
Ms. Aldinger received her B.A.
from Rhodes College.
Eerdere bekende functies van Elizabeth M. Aldinger
| Bedrijven | Functie | Einde |
|---|---|---|
Kelman-Lazarov, Inc.
 Kelman-Lazarov, Inc. Investment ManagersFinance Kelman-Lazarov, Inc. (Kelman-Lazarov) is an independent, SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded by Martin Kelman and Ronald Lazarov in 1979. Kelman-Lazarov offers financial planning and investment advisory services individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. | Corporate Officer/Principal | - |
Morgan Keegan & Co. LLC
 Morgan Keegan & Co. LLC Investment Banks/BrokersFinance Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients. | Corporate Officer/Principal | - |
Lifetime Planning, Inc.
 Lifetime Planning, Inc. Investment ManagersFinance Lifetime Planning, Inc. provides investment advice. The private company is based in Camarillo, CA. | Corporate Officer/Principal | - |
Legacy Wealth Management, Inc.
 Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth Management, Inc. (Legacy) is an independent, employee-owned SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1982 and formerly known as Middle South Advisory Corp. Legacy provides portfolio management services primarily to individuals, high-net-worth individuals, a limited number of corporate pensions, 401(k) and profit-sharing plans, foundations, endowments and both state and municipal government entities. | Corporate Officer/Principal | - |
Opleiding van Elizabeth M. Aldinger
| Rhodes College | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Legacy Wealth Management, Inc.
Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth Management, Inc. (Legacy) is an independent, employee-owned SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1982 and formerly known as Middle South Advisory Corp. Legacy provides portfolio management services primarily to individuals, high-net-worth individuals, a limited number of corporate pensions, 401(k) and profit-sharing plans, foundations, endowments and both state and municipal government entities. | Finance |
Kelman-Lazarov, Inc.
Kelman-Lazarov, Inc. Investment ManagersFinance Kelman-Lazarov, Inc. (Kelman-Lazarov) is an independent, SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded by Martin Kelman and Ronald Lazarov in 1979. Kelman-Lazarov offers financial planning and investment advisory services individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. | Finance |
Lifetime Planning, Inc.
Lifetime Planning, Inc. Investment ManagersFinance Lifetime Planning, Inc. provides investment advice. The private company is based in Camarillo, CA. | Finance |
Morgan Keegan & Co. LLC
Morgan Keegan & Co. LLC Investment Banks/BrokersFinance Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients. | Finance |
