Callie Elrod (CRD# 3072027) is an Investment Advisor Representative working at Pnc Investments in Cahaba Heights, AL and has over 26 years of experience in the finance industry.
CRD# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pnc Investments | Birmingham, AL | Aug 2021 - Current | 3 |
| Bbva Wealth Solutions Inc. | Birmingham, AL | Mar 2016 - Aug 2021 | 5 |
| Bbva Securities Inc. | Birmingham, AL | May 2013 - Aug 2021 | 8 |
| Bbva Compass Insurance Agency, Inc. | Austin, TX | Jan 2003 - Aug 2021 | 18 |
| Compass Bank | Birmingham, AL | Dec 2002 - Aug 2021 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2016 |
- AL
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Total Assets Under Management23,896MILLIONS
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Total Number of Accounts152,189ACCOUNTS
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Average Account Value$157,014
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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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