Elke De La Cruz (CRD# 6108926) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Augusta, GA and has over 11 years of experience in the finance industry.
CRD# 2693083
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4316881
Stifel, Nicolaus & Company, Incorporated
CRD# 5101699
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Agia | Houston, TX | Dec 2022 - Current | 1 |
| Valic Financial Advisors, Inc. | Portland, OR | Mar 2016 - Current | 8 |
| Jp Morgan Securites LLC | Portland, OR | Sep 2015 - Mar 2016 | < 1 |
| Jp Morgan Chase Bank | Portland, OR | Sep 2015 - Mar 2016 | < 1 |
| Morgan Stanley Smith Barney | Durham, NC | Aug 2012 - Aug 2015 | 3 |
| Kaplan University | Chicago, IL | Dec 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2012 |
- AL
- AK
- AZ
- AR
- CA
- CO
- CT
- DE
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- LA
- ME
- MD
- MA
- MI
- MN
- MS
- MT
- NV
- NJ
- NM
- NY
- NC
- ND
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TX
- UT
- VA
- WA
- WV
- WI
-
Total Assets Under Management25,247MILLIONS
-
Total Number of Accounts302,501ACCOUNTS
-
Average Account Value$83,463
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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