Michelle Elliot, financial advisor Valencia CA

Michelle Elliot

CRD Number: 2453047
Current Firm: Lpl Financial LLC

Michelle Elliot (CRD# 2453047) is an Investment Advisor Representative working at Lpl Financial LLC in Valencia, CA and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Valencia, CA Feb 2018 - Current 6
Logix Federal Credit Union Valencia, CA Mar 1992 - Current 32
Invest Financial Corp. Tampa, FL Apr 2007 - Feb 2018 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1994
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Michelle M. Elliot
Phone Number: 704-733-3300
Registered State(s):
  • CA
  • CO
  • FL
  • IL
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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