Elaine Manley (CRD# 1496459) is an Investment Advisor Representative working at Mutual Advisors, LLC in San Jose, CA and has over 31 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mutual Securities, Inc. | Camarillo, CA | Aug 2018 - Current | 5 |
| Mutual Advisors, LLC | Casper, WY | Aug 2018 - Current | 5 |
| League Of Women Voters Cupertino-sunnyvale | Sunnyvale, CA | Jun 2016 - Current | 7 |
| Jackson National | Sunnyvale, CA | Feb 2016 - Current | 8 |
| Various Insurance Carriers For W&r Insurance Agencies | La Selva Beach, CA | Mar 1988 - Current | 36 |
| Waddell & Reed, Inc. | San Jose, CA | Apr 1986 - Aug 2018 | 32 |
| Emoney Advisors | Radnor, PA | Mar 2017 - Mar 2018 | 1 |
| Elaine Manley, Inc. | Santa Clara, CA | Jan 1998 - Feb 2018 | 20 |
| League Of Women Voters Cupertino-sunnyvale | Sunnyvale, CA | Jun 2013 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1992 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1999 |
- CA
- TX
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Total Assets Under Management6,947MILLIONS
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Total Number of Accounts20,381ACCOUNTS
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Average Account Value$340,863
- 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)
- Other
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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