Adrian Elder, financial advisor Yuma AZ
93 score

Adrian Elder

CRD Number: 5424829
Current Firm: Lpl Financial LLC

Adrian Elder (CRD# 5424829) is an Investment Advisor Representative working at Lpl Financial LLC in Yuma, AZ and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Yuma, AZ Nov 2010 - Current 6
The Firm Of Shippen & Associates, P.c. Yuma, AZ Sep 2009 - Nov 2010 1
Natcity Investments, Inc. Cleveland, OH Oct 2008 - Aug 2009 < 1
National City Midland, MI Oct 2008 - Aug 2009 < 1
Edward Jones St. Louis, MO Mar 2008 - Aug 2008 < 1
Unemployed Southfield, MI Jan 2008 - Mar 2008 < 1
Hantz Financial Services Southfield, MI Nov 2007 - Jan 2008 < 1
Basic Dommunications Mt. Pleasant, MI Aug 2005 - Nov 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2007
S66 NASAA Uniform Combined State Law Examination Jul 2011
Contact Info for Adrian V. Elder
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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