Elijah Loncar, financial advisor Beaver PA

Elijah Loncar

CRD Number: 7115774
Current Firm: Raymond James Financial Services Advisors, Inc.

Elijah Loncar (CRD# 7115774) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Beaver, PA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors, Inc. Beaver, PA Jan 2023 - Current 1
Raymond James Financial Services, Inc. Beaver, PA Nov 2022 - Current 1
Rivertowne Advisors, LLC Beaver, PA Oct 2022 - Current 1
Raymond James Financial Services, Inc. Beaver, PA Oct 2022 - Nov 2022 < 1
Capgemini Philadelphia, PA Aug 2021 - Oct 2022 1
Unemployed Aliquippa, PA May 2021 - Aug 2021 < 1
University Of Alabama Tuscaloosa, AL Aug 2017 - May 2021 3
Collier County Ymca Marco Island, FL Jun 2020 - Aug 2020 < 1
Rivertowne Advisors Aliquippa, PA May 2019 - Aug 2019 < 1
Moon Twp Pittsburgh, PA Jun 2018 - Aug 2018 < 1
Hopewell Municipality Aliquippa, PA Jun 2017 - Aug 2017 < 1
Hopewell High School Aliquippa, PA Aug 2013 - Jun 2017 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2023
Contact Info for Elijah M. Loncar
Phone Number: 727-567-3020
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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