The Elliott Group
The Elliott Group (CRD# 168512) is a financial advisory firm headquartered in , . They manage $1,500,000 in 11 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts11ACCOUNTS
Average Account Value$136,364
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
Monica Felton (CRD# 5777169) is an Investment Advisor Representative working at The Elliott Group in Scottsdale, AZ and has over 6 years of experience in the finance industry. Monica Felton 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.