Frank Elmer (CRD# 2213044) is an Investment Advisor Representative working at Frank Elmer Investment Strategies LLC in Los Altos, CA and has over 27 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1996 |
| S66 | NASAA Uniform Combined State Law Examination | May 2001 |
- CA
-
Total Assets Under Management26MILLIONS
-
Total Number of Accounts90ACCOUNTS
-
Average Account Value$292,043
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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