Elevate Wealth Advisory, Inc.
Elevate Wealth Advisory, Inc. (CRD# 149713) is a financial advisory firm headquartered in Athens, GA. They manage $290,883,747 in 1,783 accounts and serve the financial needs of clients across 7 states (or territories).
-
Total Assets Under Management291MILLION
-
Total Number of Accounts1,783ACCOUNTS
-
Average Account Value$163,143
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
FL, GA, LA, NC, SC, TN, TX
Deanna Bloom (CRD# 4708174) is an Investment Advisor Representative working at Elevate Wealth Advisory, Inc. in Athens, GA and has over 19 years of experience in the finance industry.
Robert Fezekas (CRD# 2972284) is an Investment Advisor Representative working at Elevate Wealth Advisory, Inc. in Athens, GA and has over 26 years of experience in the finance industry.
Clarke Holt (CRD# 3206937) is an Investment Advisor Representative working at Elevate Wealth Advisory, Inc. in Athens, GA and has over 24 years of experience in the finance industry.
David Jenkins (CRD# 6456564) is an Investment Advisor Representative working at Elevate Wealth Advisory, Inc. in Athens, GA and has over 8 years of experience in the finance industry.
Cynthia Rosso (CRD# 5021755) is an Investment Advisor Representative working at Elevate Wealth Advisory, Inc. in Athens, GA and has over 16 years of experience in the finance industry.
Charles Vickery (CRD# 454591) is an Investment Advisor Representative working at Elevate Wealth Advisory, Inc. in Athens, GA and has over 41 years of experience in the finance industry.