Elissa Lococo (CRD# 5660334) is an Investment Advisor Representative working at Tlwm Financial in San Antonio, TX and has over 13 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 4422977
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | San Antonio, TX | Apr 2015 - Current | 9 |
| Tlwm | San Antonio, TX | Apr 2015 - Current | 9 |
| Unemployed | San Antonio, TX | Feb 2015 - Mar 2015 | < 1 |
| Scottrade | Allen, TX | Jun 2010 - Jan 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2010 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2017 |
- TX
-
Total Assets Under Management485MILLIONS
-
Total Number of Accounts1,910ACCOUNTS
-
Average Account Value$253,859
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, CT, FL, MA, ME, NH, NY, TX, VA
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