Unclaimed
Elaine McNair is a financial advisor with over 20 years of experience in the financial services industry. Elaine is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 7, Series 66, and SIE licenses. Elaine has been with LPL Financial LLC since January 2021 and is registered with the state of Texas. Elaine has previously worked for Avantax Investment Services, Inc. and 1st Global Capital Corp. Elaine's specializations include: retirement planning, college savings planning, estate planning, insurance planning, and investment planning. Elaine works with a variety of clients, including individuals, families, businesses, and non-profit organizations. Elaine believes in building strong relationships with her clients and providing them with the financial guidance they need to achieve their goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
01/06/2021 - Present
LPL Financial LLC (LUBBOCK TX)
TX
10/25/2019 - 12/31/2020
AVANTAX INVESTMENT SERVICES, INC. (LUBBOCK TX)
TX
08/12/1999 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (LUBBOCK TX)
BOTH
Issued 12/20/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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