Wendy Eldridge, financial advisor Mayfield Village OH
90 score

Wendy Eldridge

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Wendy L. Eldridge
Phone Number: 440-605-1900
Firm Website: http://aurumadvisory.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    453
    MILLIONS
  • Total Number of Accounts
    206
    ACCOUNTS
  • Average Account Value
    $2,199,986
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

FL, NH, NY, OH, TX, VA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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