Sharon Elliott (CRD# 4335421) is an Investment Advisor Representative working at Elan Wealth Management, LLC in Southern Shores, NC and has over 23 years of experience in the finance industry. Sharon Elliott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1192106
Edward Jones
CRD# 2368874
Pnc Investments
CRD# 5775322
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Elan Wealth Management LLC | Southern Shores, NC | Sep 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2001 |
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.
Get Details on the FINRA Advisor Check site- FL
- NC
- TX
- VA
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Total Assets Under Management135MILLIONS
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Total Number of Accounts412ACCOUNTS
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Average Account Value$327,611
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
FL, NC, TX, VA
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