Elan Wealth Management, LLC
Elan Wealth Management, LLC (CRD# 144851) is a financial advisory firm headquartered in Harbinger, NC. They manage $88,045,633 in 403 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management88MILLION
Total Number of Accounts403ACCOUNTS
Average Account Value$218,476
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
FL, NC, TX, VA
Sharon Elliott (CRD# 4335421) is an Investment Advisor Representative working at Elan Wealth Management, LLC in Harbinger, NC and has over 17 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.