Vanessa McElwrathCRD Number: 5643047
Current Firm: Ml&r Wealth Management LLC
Vanessa McElwrath (CRD# 5643047) is an Investment Advisor Representative working at Ml&r Wealth Management LLC in Austin, TX and has 1 year of experience in the finance industry. Vanessa McElwrath has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Pbl Wealth Management
|Ml&r Wealth Management, LLC||Austin, TX||Nov 2013 - Current||8|
|Dimensional Fund Advisors LP||Austin, TX||Feb 2008 - Nov 2013||5|
Total Assets Under Management1,502MILLIONS
Total Number of Accounts1,789ACCOUNTS
Average Account Value$839,670
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, FL, NC, TX, VA, WA
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