Dean Elmer (CRD# 4310405) is an Investment Advisor Representative working at Lpl Financial LLC in Greenville, SC and has over 23 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Brookstone Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Holistic Advisory, LLC | Greenville, SC | Jan 2024 - Current | < 1 |
| Lpl Financial LLC | Greenville, SC | Jul 2021 - Current | 2 |
| Holistic Wealth, LLC | Greenville, SC | Oct 2020 - Jul 2021 | < 1 |
| Blue Cross Blue Shield | Greenville, SC | Sep 2020 - Jul 2021 | < 1 |
| Intuit Turbo Tax | Greenville, SC | Jan 2020 - Jul 2021 | 1 |
| Dean Elmer Company, LLC | Greenville, SC | Jan 2017 - Jul 2021 | 4 |
| Various Insurance Carriers For W & R Insurance Agencies | Greenville, SC | Jun 2015 - Jul 2021 | 6 |
| Waddell & Reed, Inc. | Greenville, SC | May 2015 - Jul 2021 | 6 |
| Greenville Harley Davidson Owners Group | Greenville, SC | Jan 2018 - Nov 2019 | 1 |
| Td Bank | Greenville, SC | Nov 2016 - Jan 2017 | < 1 |
| Electric City Family LP | Anderson, SC | Oct 2015 - Nov 2016 | 1 |
| Electric City Tax | Anderson, SC | Oct 2015 - Dec 2015 | < 1 |
| Southern California Sweet Produce | San Deigo, CA | Sep 2009 - Jun 2015 | 5 |
| Beekist Inc. | San Deigo, CA | Jun 2009 - Dec 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2001 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
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