Gregory Elker (CRD# 4185423) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Salem, OR and has over 23 years of experience in the finance industry.
CRD# 6375005
Edward Jones
CRD# 2113992
Mariner Wealth
CRD# 2795104
True Private Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Financial Specialists LLC | Schaumburg, IL | Nov 2022 - Current | 1 |
| : Koontz, Elker, And Associates | Salem, OR | Nov 2022 - Current | 1 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Nov 2022 - Current | 1 |
| Maps Credit Union | Salem, OR | Jun 2016 - Oct 2022 | 6 |
| Cuso Financial Services, LP | San Diego, CA | Aug 2006 - Oct 2022 | 16 |
| Oregon State Credit Union | Corvallis, OR | Aug 2006 - Jun 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2008 |
- OR
- TX
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
-
Average Account Value$246,648
- 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
- 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, WY
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