Elgin Rees, financial advisor California MO

Elgin Rees

CRD Number: 4957833
Current Firm: Stifel, Nicolaus & Company, Incorporated

Elgin Rees (CRD# 4957833) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in California, MO and has over 17 years of experience in the finance industry. Elgin Rees 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.

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Professional Designations
Company Name Location Dates Years
Stifel Nicolaus & Co Inc. Lake Ozark, MO Oct 2021 - Current 2
Wells Fargo Clearing Services, LLC Lake Ozark, MO Nov 2016 - Oct 2021 4
Wells Fargo Advisors LLC Lake Ozark, MO May 2009 - Nov 2016 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2006
Contact Info for Elgin D. Rees
Phone Number: 314-342-2000
Firm Website: http://www.sydwalker.com
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    132,551
    MILLIONS
  • Total Number of Accounts
    334,814
    ACCOUNTS
  • Average Account Value
    $395,894
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY

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