Wendy EldridgeCRD Number: 4586114
Current Firm: Aurum Wealth Management Group LLC
Wendy Eldridge (CRD# 4586114) is an Investment Advisor Representative working at Aurum Wealth Management Group LLC in Mayfield Village, OH and has over 4 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Jeffrey A Bogart Investment Advisor
Summit Wealth Partners, LLC
|Aurum Wealth Management Group||Mayfield Village, OH||Mar 2014 - Current||2|
|Park Avenue Securities||Beachwood, OH||Jun 2012 - Mar 2014||1|
|Guardian Life Insurance Company||Beachwood, OH||May 2012 - Mar 2014||1|
|Financial Telesis||San Rafael, CA||Mar 2007 - May 2012||5|
|Pension Solutions||Beachwood, OH||Sep 2002 - May 2012||9|
|Valmark Securities, Inc.||Beachwood, OH||Sep 2002 - Mar 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2012|
Total Assets Under Management453MILLIONS
Total Number of Accounts206ACCOUNTS
Average Account Value$2,199,986
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, NH, NY, OH, TX, VA
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