Elissa BuieCRD Number: 1157877
Current Firm: Yeske Buie Inc.
Elissa Buie (CRD# 1157877) is an Investment Advisor Representative working at Yeske Buie Inc. in Vienna, VA and has over 33 years of experience in the finance industry. Elissa Buie 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.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Yeske Buie Inc.||Falls Church, VA||Feb 2007 - Current||9|
|Financial Planning Group, Inc.||Falls Church, VA||Apr 1993 - Current||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1983|
|S65||NASAA Investment Advisors Law Examination||Mar 1990|
Total Assets Under Management532MILLIONS
Total Number of Accounts1,043ACCOUNTS
Average Account Value$510,240
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, FL, MD, NY, TX, VA