Element Wealth, LLC
Element Wealth, LLC (CRD# 114968) is a financial advisory firm headquartered in Ridgeland, MS. They manage $549,792,235 in 1,209 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management550MILLION
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Total Number of Accounts1,209ACCOUNTS
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Average Account Value$454,750
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
AL, FL, LA, MS, TN, TX
Laura Cerra (CRD# 5749646) is an Investment Advisor Representative working at Element Wealth, LLC in Laurel, MS and has over 14 years of experience in the finance industry.
Andrew Gay (CRD# 5624627) is an Investment Advisor Representative working at Element Wealth, LLC in Ridgeland, MS and has over 15 years of experience in the finance industry.
Jeremy Nelson (CRD# 6835755) is an Investment Advisor Representative working at Element Wealth, LLC in Ridgeland, MS and has over 6 years of experience in the finance industry.
Barry Smith (CRD# 861681) is an Investment Advisor Representative working at Element Wealth, LLC in Ridgeland, MS and has over 35 years of experience in the finance industry.
Danny Williams (CRD# 2463761) is an Investment Advisor Representative working at Element Wealth, LLC in Ridgeland, MS and has over 29 years of experience in the finance industry.
Jeremy Yancey (CRD# 5524048) is an Investment Advisor Representative working at Element Wealth, LLC in Ridgeland, MS and has over 15 years of experience in the finance industry.
Lance Heisler (CRD# 5442113) is an Investment Advisor Representative working at Element Wealth, LLC in Theodore, AL and has over 12 years of experience in the finance industry.
Juli-ann Marquette (CRD# 7435494) is an Investment Advisor Representative working at Element Wealth, LLC in Ridgeland, MS and has over 2 years of experience in the finance industry.