Carolyn EllCRD Number: 6328845
Current Firm: First Command Advisory Services
Carolyn Ell (CRD# 6328845) is an Investment Advisor Representative working at First Command Advisory Services in Indian Harbour Beach, FL and has over 3 years of experience in the finance industry.
Rall Capital Management, Inc.
Arbogast Financial Advisors, LLC
Atlantic Wealth Advisory Services, LLC
|First Command Advisory Services||Fort Worth, TX||Dec 2015 - Current||2|
|First Command Insurance Services, Inc.||Fort Worth, TX||Jan 2015 - Current||3|
|First Command Financial Planning, Inc.||Fort Worth, TX||Jan 2015 - Current||3|
|Zeiders Enterprises||Woodbridge, VA||Mar 2014 - Current||4|
|First Command Financial Planning, Inc.||Fort Worth, TX||Apr 2014 - Jan 2015||< 1|
|Unemployed||Carlisle, PA||Jul 2013 - Mar 2014||< 1|
|Unemployed||Tucson, AZ||Jun 2012 - Jun 2013||1|
|Berlat And Associates||Tucson, AZ||Jan 2011 - Jun 2012||1|
|Unemployed||Tucson, AZ||Aug 2010 - Dec 2010||< 1|
|Unemployed||West Point, NY||Jul 2009 - Jul 2010||1|
|Unemployed||Fort Campbell, NC||Jun 2007 - Jun 2009||2|
|Unemployed||Eglin Air Force Base, FL||Jul 2005 - Jun 2007||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2014|
|S63||Uniform Securities State Law Examination||Aug 2014|
Total Assets Under Management11,893MILLIONS
Total Number of Accounts83,608ACCOUNTS
Average Account Value$142,251
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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