Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adrian? Claim Your ProfileAdrian Elder is a financial advisor with CWM, LLC. Adrian is registered with the state of Arizona and Texas and specializes in helping clients with financial planning and investment management. Adrian has a wide range of experience in the financial services industry, having previously worked with LPL FINANCIAL LLC, NATCITY INVESTMENTS, INC., EDWARD JONES, and HANTZ FINANCIAL SERVICES, INC. Adrian is also a Certified Financial Planner, which means that Adrian has met the rigorous education, experience, and ethical requirements necessary to be a CFP®. Adrian is committed to providing his clients with personalized financial advice that meets their unique needs.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees from other investment advisors
1
2
AZ
11/13/2019 - Present
CWM, LLC (Yuma AZ)
AZ
12/22/2010 - 11/22/2019
LPL FINANCIAL LLC (YUMA AZ)
MI
12/23/2008 - 07/31/2009
NATCITY INVESTMENTS, INC. (MIDLAND MI)
MI
03/03/2008 - 08/20/2008
EDWARD JONES (ST JOHNS MI)
MI
12/07/2007 - 01/28/2008
HANTZ FINANCIAL SERVICES, INC. (SAGINAW MI)
BOTH
Issued 07/02/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Adrian Elder is the right advisor for you? Invested Better is here to help.
