Jeff Elliott, Cfp®

Jeff Elliott, Cfp® (CRD# 172781) is a financial advisory firm headquartered in Lakeway, TX. They manage $15,948,164 in 96 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2303 Ranch Road 620 S, Suite 160 #124, Lakeway, TX 78734
https://www.linkedin.com/in/jeffelliottfinancial
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    96
    ACCOUNTS
  • Average Account Value
    $166,127
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX, UT

Financial Advisors at Jeff Elliott, Cfp®
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey Elliott, financial advisor The Hills TX
Jeffrey P. Elliott
CRD#: 6124092
The Hills, TX

Jeffrey Elliott (CRD# 6124092) is an Investment Advisor Representative working at Jeff Elliott, Cfp® in The Hills, TX and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals