David ElanCRD Number: 3107755
Current Firm: Income Focus Portfolio Management
David Elan (CRD# 3107755) is an Investment Advisor Representative working at Income Focus Portfolio Management in Jackson, WY and has over 19 years of experience in the finance industry. David Elan 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.
Cetera Investment Advisers LLC
Investment Centers Of America, Inc.
Wells Fargo Advisors, LLC
|Income Focus Portfolio Management||Jackson, WY||Jun 2016 - Current||1|
|Income Focus Portfolio Management||Town Of Wilson, Jackson Hole, WY||Oct 2012 - May 2016||3|
|None||Wellesley, MA||Dec 2010 - Oct 2012||1|
|Windward Investment Management||Boston, MA||Jun 2003 - Nov 2010||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management81MILLIONS
Total Number of Accounts199ACCOUNTS
Average Account Value$405,782
- A percentage of assets under your management
- 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)
CA, FL, LA, MA, NH
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