Kara Elledge (CRD# 4136045) is an Investment Advisor Representative working at Prudential Financial Planning Services in Canonsburg, PA and has over 14 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
The Prudential Insurance Company Of America | Weirton, WV | Jul 2021 - Current | 2 |
Pruco Securities LLC | Weirton, WV | Jul 2021 - Current | 2 |
The Huntington Investment Company | Fairmont, WV | Feb 2020 - Jul 2021 | 1 |
Unemployed | Vienna, WV | Oct 2019 - Feb 2020 | < 1 |
Wells Fargo Advisors Financial Network, LLC | Parkersburg, WV | May 2019 - Oct 2019 | < 1 |
Mckinley Carter Wealth Services, Inc. | Wheeling, WV | May 2013 - Apr 2019 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2009 |
S63 | Uniform Securities State Law Examination | Jun 2020 |
- OH
- PA
- WV
-
Total Assets Under Management16,379MILLIONS
-
Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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