Eric Elmore, financial advisor Southlake TX

Eric Elmore

CRD Number: 5620674
Current Firm: Pnc Investments

Eric Elmore (CRD# 5620674) is an Investment Advisor Representative working at Pnc Investments in Southlake, TX and has over 9 years of experience in the finance industry.

Similar Advisors
Kyle Eaton, financial advisor Southlake TX
Kyle M. Eaton
CRD# 5009276
Hedgefield Wealth Management
Similar Advisors
John Cravens, financial advisor Southlake TX
John B. Cravens
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
Similar Advisors
Mark Patton, financial advisor Southlake TX
Mark A. Patton
CRD# 2492919
Patton Wealth Advisors
Company Name Location Dates Years
Pnc Investments LLC Grapevine, TX Jan 2022 - Current 2
Raymond James Financial Services Advisors, Inc. Frisco, TX Feb 2020 - Jan 2022 1
Raymond James Financial Services, Inc. Frisco, TX Jan 2020 - Jan 2022 2
First National Bank Of Omaha Frisco, TX Dec 2019 - Jan 2022 2
First Investments And Planning Frisco, TX Dec 2019 - Jan 2022 2
Tracker Funds LLC Dallas, TX Oct 2014 - Dec 2019 5
Self-employed Garland, TX Jan 2014 - Oct 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2014
S63 Uniform Securities State Law Examination Mar 2020
Contact Info for Eric K. Elmore
Phone Number: 800-762-6111
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    21,630
    MILLIONS
  • Total Number of Accounts
    152,386
    ACCOUNTS
  • Average Account Value
    $141,941
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.