Sharon Elliott, financial advisor Southern Shores NC

Sharon Elliott

CRD Number: 4335421
Current Firm: Elan Wealth Management, LLC

Sharon Elliott (CRD# 4335421) is an Investment Advisor Representative working at Elan Wealth Management, LLC in Southern Shores, NC and has over 21 years of experience in the finance industry. Sharon Elliott 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.

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Professional Designations
Company Name Location Dates Years
Elan Wealth Management LLC Southern Shores, NC Sep 2007 - Current 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Sharon D. Elliott
Phone Number: 252-255-1700
Registered State(s):
  • FL
  • NC
  • TX
  • VA
Current Firm Details
Elan Wealth Management, LLC
Firm's CRD Number: 144851
By the Numbers
  • Total Assets Under Management
    132
    MILLIONS
  • Total Number of Accounts
    486
    ACCOUNTS
  • Average Account Value
    $271,015
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, NC, TX, VA

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