Elwood AllredCRD Number: 3775
Current Firm: Lincoln Financial Advisors Corporation
Elwood Allred (CRD# 3775) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Kirkland, WA and has over 25 years of experience in the finance industry.
Royal Alliance Associates, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sitka Pacific Capital Management, LLC
|Lincoln Financial Advisors Corporation||Kirkland, WA||Jul 1972 - Current||50|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2012|
|S65||NASAA Investment Advisors Law Examination||Mar 1997|
Total Assets Under Management36,787MILLIONS
Total Number of Accounts111,465ACCOUNTS
Average Account Value$330,036
- A percentage of assets under your management
- Hourly charges
- 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)
- Educational seminars/workshops
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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