Unclaimed
Mark Elmore is a financial advisor who has been in the industry since 2005. He has been with Independent Financial Group, LLC since 2022. Before joining Independent Financial Group, LLC, Mark Elmore worked with Private Client Services, LLC, LPL Financial LLC, Securities America, Inc., and American General Securities Incorporated. Mark is registered to provide financial advice in Alabama, Florida, Georgia, Mississippi, and North Carolina. Mark Elmore specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management services for individuals and businesses.
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.
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.
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
AL
05/23/2022 - Present
Independent Financial Group, LLC (BIRMINGHAM AL)
GA
12/21/2021 - 05/23/2022
SAN BLAS SECURITIES LLC (ATLANTA GA)
AL
06/04/2018 - 12/21/2021
PRIVATE CLIENT SERVICES, LLC (Birmingham AL)
AL
08/08/2011 - 06/08/2018
LPL FINANCIAL LLC (VESTAVIA HILLS AL)
AL
01/15/2008 - 08/08/2011
SECURITIES AMERICA, INC. (BIRMINGHAM AL)
AL
10/11/2005 - 12/20/2007
AMERICAN GENERAL SECURITIES INCORPORATED (HUEYTOWN AL)
IA
Issued 10/13/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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