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Eric Troy Elam

Stronghold Capital Partners LLC

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About Eric Troy Elam

Eric Troy Elam is a financial advisor who has been in the industry since 2010. He is currently registered with Stronghold Capital Partners LLC in Gilbert, Arizona. Eric is also registered as an insurance agent for Stronghold Wealth Partners LLC in Gilbert, Arizona. Eric also owns Elam LLC which provides financial services in Mesa, Arizona. His current firm Stronghold Capital Partners LLC provides financial planning, pension consulting, and portfolio management for individuals. They specialize in working with individual investors. Eric has passed the Series 65 Uniform Investment Adviser Law Examination.

Firm Information

Eric Elam is currently registered with Stronghold Capital Partners LLC. Stronghold Capital Partners LLC is an investment advisor based in [Main Office Location]. The firm primarily advises individuals, other than high-net-worth individuals, with approximately $24.10 million in assets under management. They provide financial planning, pension consulting, selection of other advisors, and portfolio management services.

$24.10M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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solicitor

Solicitor

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees

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Eric Elam’s Registration & Firm History

AZ

03/20/2023 - Present

Stronghold Capital Partners LLC (GILBERT AZ)

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Licenses & Designations

IA

Issued 03/18/2011

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Troy Elam.
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