Erin EllisCRD Number: 4499248
Current Firm: Century Securities Associates Inc.
Erin Ellis (CRD# 4499248) is an Investment Advisor Representative working at Century Securities Associates Inc. in Saint Louis, MO and has over 10 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Century Securities||St. Louis, MO||Jul 2009 - Current||7|
|Wachovia Securities, LLC||Incline Village, NV||Jan 2008 - Jun 2009||1|
|A.g. Edwards & Sons, Inc.||Incline Village, NV||Oct 2006 - Jun 2009||2|
|Unemployed||Sandpoint, ID||Sep 2005 - Oct 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2006|
Total Assets Under Management393MILLIONS
Total Number of Accounts1,513ACCOUNTS
Average Account Value$259,558
- 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
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, VI, VT, WA, WI, WV