Orvil Elia, financial advisor Estero FL
93 score

Orvil Elia

CRD Number: 4463778
Current Firm: Northwestern Mutual Investment Services,llc

Orvil Elia (CRD# 4463778) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Estero, FL and has over 11 years of experience in the finance industry.

Similar Advisors
Kerri Goldsmith, financial advisor Estero FL
Kerri A. Goldsmith
CRD# 5768742
Hbks Wealth Advisors
Score
103
Similar Advisors
Paul Marinelli, financial advisor Estero FL
Paul J. Marinelli
CRD# 4670011
Riverglades Family Offices, LLC
Score
103
Similar Advisors
J. Dak Hartsock, financial advisor Estero FL
J. Dak Hartsock
CRD# 5864610
Aci Wealth Advisors
Score
100
Company Name Location Dates Years
Northwestern Mutual Life Insurance Company Milwaukee, WI Jun 2016 - Current < 1
Northwestern Mutual Investment Services, LLC Estero, FL Jun 2016 - Current < 1
Northwestern Mutual Wealth Management Company Milwaukee, WI Mar 2011 - Jun 2016 5
Northwestern Mutual Investment Services LLC Fort Myers, FL Jun 2009 - Jun 2016 7
William Graddy Fort Myers, FL Dec 2008 - Jun 2016 7
Northwestern Mutual Investment Services, LLC Ft Myers, FL Mar 2011 - Mar 2016 5
Unemployed Bonita Springs, FL Dec 2007 - Dec 2008 1
Ag Edwards & Sons Inc. Bonita Springs, FL Aug 2006 - Nov 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2004
Contact Info for Orvil J. Elia
Phone Number: 866-664-7737
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Orvil Elia and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.