Jeffrey ElvanderCRD Number: 4898447
Current Firm: Nfp Retirement Inc.
Jeffrey Elvander (CRD# 4898447) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 17 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Nfp Retirement, Inc.||Aliso Viejo, CA||May 2003 - Current||19|
|Nfp Advisor Services, LLC||Austin, TX||Aug 2014 - Feb 2017||2|
|Financial Telesis||San Rafael, CA||Dec 2004 - Aug 2014||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2005|
Total Assets Under Management78,718MILLIONS
Total Number of Accounts3,797ACCOUNTS
Average Account Value$20,731,607
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, DC, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MT, NC, NE, NM, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WI, WY
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