James Elios, financial advisor Westlake OH

James Elios

CRD Number: 2681022
Current Firm: Elios Financial Group, Inc.

James Elios (CRD# 2681022) is an Investment Advisor Representative working at Elios Financial Group, Inc. in Westlake, OH and has over 28 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Private Client Services Westlake, OH Oct 2018 - Current 5
Elios Financial Group, Inc. Westlake, OH Jan 2007 - Current 17
Lpl Financial, LLC Westlake, OH Nov 1998 - Oct 2018 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1996
Contact Info for James T. Elios
By the Numbers
  • Total Assets Under Management
    256
    MILLIONS
  • Total Number of Accounts
    899
    ACCOUNTS
  • Average Account Value
    $284,761
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

OH

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