Elias Dragon (CRD# 2022048) is an Investment Advisor Representative working at Main Street Retirement Planning, LLC in Coppell, TX and has over 34 years of experience in the finance industry. Elias Dragon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Main Street Retirement Planning | Coppell, TX | Jan 2022 - Current | 2 |
| Dragon Financial Group | Coppell, TX | Oct 2001 - Current | 22 |
| Mmwkm Advisors, LLC | Plano, TX | Mar 2011 - Jan 2022 | 10 |
| Retirement Planners Of America | Plano, TX | Jan 2011 - Jan 2022 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1990 |
- TX
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Total Assets Under Management613MILLIONS
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Total Number of Accounts2,714ACCOUNTS
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Average Account Value$225,881
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AR, CA, CO, FL, GA, IL, LA, NE, NH, OH, OK, SC, TN, TX
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