Elke Chenevey (CRD# 1414197) is an Investment Advisor Representative working at Fsa Investment Group, LLC in San Diego, CA and has over 30 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fs Advisors Investment Group, LLC | Pensacola, FL | Feb 2021 - Current | 3 |
| Fsa Investment Group, LLC | Pensacola, FL | Feb 2021 - Current | 3 |
| Bank Of America, N.a. | San Diego, CA | Jun 2011 - Current | 12 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego, CA | Oct 2003 - Jan 2021 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1993 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2004 |
- CA
-
Total Assets Under Management598MILLIONS
-
Total Number of Accounts143ACCOUNTS
-
Average Account Value$4,183,508
- A percentage of assets under your management
- 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)
- Educational seminars/workshops
- Other
AL, CA, FL, LA
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