Timothy Elafros, financial advisor O'Fallon IL
61 score

Timothy Elafros

CRD Number: 1955654
Current Firm: Sagepoint Financial, Inc.

Timothy Elafros (CRD# 1955654) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in O'Fallon, IL and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Sagepoint Financial, Inc. Waterloo, IL Jan 2009 - Current 7
Aig American General Life Insurance Company O'fallon, IL Oct 2002 - Current 14
Self O'fallon, IL May 1985 - Current 31
Aig Financial Advisors, Inc. O'fallon, IL Oct 2008 - Jan 2009 < 1
American General Securities Incorporated O'fallon, IL Oct 2002 - Oct 2008 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1989
S65 NASAA Investment Advisors Law Examination Aug 1997
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Timothy W. Elafros
Phone Number: 1-800-552-3319 EXT 2606
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    4,385
    MILLIONS
  • Total Number of Accounts
    23,011
    ACCOUNTS
  • Average Account Value
    $190,540
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
61

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