Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
29 years
Location
Wrightwood, CA 92397-1483
OSAIC
Institution
Elizabeth Gamez is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She previously worked at Securities America Advisors, Inc. for 14 years. Outside of her advisory role, she is president of Dream Force Investments, Inc., a corporation established for tax purposes. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple platforms.
Based on OSAIC
Based on OSAIC
Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.
Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.
Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.
Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.
Wrightwood, CA
P.O. Box 1483, 6020 Park Dr Ste 3
Wrightwood CA 92397-1483
Advisors at this office
1
California
29 years of industry experience
OSAIC
2024 - Present • 2 years
Wrightwood, CA
OSAIC
2024 - Present • 2 years
Wrightwood, CA
Securities America Advisors, Inc.
2010 - 2024 • 14 years
Wrightwood, CA
SECURITIES AMERICA, inc.
2010 - 2024 • 14 years
Wrightwood, CA
Wells Fargo Advisors
2005 - 2010 • 5 years
Ontario, CA
Citigroup Global Markets
1997 - 2004 • 7 years
Wrightwood, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 66
Wrightwood, CA
Commonwealth Financial Network
Benjamin Otte is a financial advisor at Commonwealth Financial Network with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Commonwealth Financial Network since 2015, with additional experience at Kestra Financial, Inc. and Reliant Missions. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, supported by operations, technology, and compliance resources.
Series 66, Series 65
Hesperia, CA
J.P. Morgan Securities
Yerel Morales is a financial advisor with J.P. Morgan Securities and holds Series 65 and Series 66 licenses. Morales has 13 years of industry experience and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2017. Outside of advisory services, Morales is an owner and partner of North Star Procurement Group, LLC, a business specializing in government procurement. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.
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