Henry Elder, financial advisor Los Angeles CA

Henry Elder

CRD Number: 7007333
Current Firm: Wave Financial LLC

Henry Elder (CRD# 7007333) is an Investment Advisor Representative working at Wave Financial LLC in Los Angeles, CA and has over 3 years of experience in the finance industry.

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Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2019
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for Henry K. Elder
Phone Number: 213-533-9899
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,212
    MILLIONS
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $63,812,165
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

CA

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