Element Wealth, LLC
Element Wealth, LLC (CRD# 114968) is a financial advisory firm headquartered in Ridgeland, MS. They manage $449,639,034 in 881 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management450MILLION
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Total Number of Accounts881ACCOUNTS
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Average Account Value$510,373
- 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 34 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. Danny Williams 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.
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.