Elbert Smalls (CRD# 1181701) is an Investment Advisor Representative working at Winyah Financial Services, LLC in Girdletree, MD and has over 33 years of experience in the finance industry.
CRD# 6005366
Edward Jones
CRD# 6118139
Eagle Strategies LLC
CRD# 1574326
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Winyah Financial Services, Llc Fka Sun Financial Services, Inc. | Girdle Tree, MD | Sep 1988 - Current | 35 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1990 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2005 |
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- MD
- TX
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Total Assets Under Management2MILLIONS
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Total Number of Accounts15ACCOUNTS
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Average Account Value$101,000
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Other
MD, TX
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