Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felix? Claim Your ProfileFelix McElroy is a financial advisor with LPL Financial LLC in Houma, Louisiana. Felix has over 30 years of experience in the financial services industry. Felix is registered with the state of Louisiana as well as several other states. Felix provides a range of financial services to individuals, families, and businesses, including financial planning, investment management, and retirement planning.
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
LA
08/05/2019 - Present
LPL Financial LLC (HOUMA LA)
LA
01/02/2002 - 08/05/2019
NEXT FINANCIAL GROUP, INC. (HOUMA LA)
GA
07/24/1996 - 12/31/2001
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
08/10/1989 - 07/25/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
03/07/1985 - 08/15/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
12/15/1983 - 03/19/1985
WZW FINANCIAL SERVICES, INC.
NA
01/22/1982 - 12/16/1983
AMERICAN CAPITAL FINANCIAL SERVICES, INC.
NA
12/04/1981 - 12/17/1981
AMERICAN DIVERSIFIED DISTRIBUTORS CORP.
NA
11/15/1981 - 12/10/1981
AMERICAN GENERAL CAPITAL PLANNING, INC.
BOTH
Issued 02/08/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 10/09/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Felix McElroy is the right advisor for you? Invested Better is here to help.
