Roosevelt Elivert (CRD# 5544200) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Glen Burnie, MD and has over 15 years of experience in the finance industry.
CRD# 2185673
Cornerstone Advisory
CRD# 7032841
Edward Jones
CRD# 4605616
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Global Estate Management Group LLC | Sheridan, WY | Oct 2023 - Current | < 1 |
| Integrity Management LLC | Sheridan, WY | Sep 2023 - Current | < 1 |
| Allstate Insurance Company | Glen Burnie, MD | Dec 2020 - Current | 3 |
| Cree Investments LLC | Dunkirk, MD | Oct 2019 - Current | 4 |
| Roosevelt Elivert Insurance Agency | Glen Burnie, MD | Jan 2016 - Current | 8 |
| Cree Investments LLC | Dunkirk, MD | Nov 2015 - Current | 8 |
| E.m.d. Development Group | Dunkirk, MD | Jan 2023 - Oct 2023 | < 1 |
| State Farm Investment Management Corp | Bowie, MD | Aug 2018 - Nov 2020 | 2 |
| State Farm Vp Management Corp | Bowie, MD | Jan 2016 - Nov 2020 | 4 |
| State Farm Insurance | Dunkirk, MD | Sep 2014 - Dec 2015 | 1 |
| State Farm Vp Management Corp | Dunkirk, MD | Sep 2014 - Dec 2015 | 1 |
| State Farm Insurance | Severna Park, MD | Jun 2013 - Sep 2014 | 1 |
| State Farm Vp Management Corp | Severna Park, MD | Jun 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2008 |
- MD
-
Total Assets Under Management62MILLIONS
-
Total Number of Accounts189ACCOUNTS
-
Average Account Value$328,756
- Other
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, 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, WA, WI, WV, WY
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.