Elton David Wilcox
Oficial de Cumplimiento en Elevated Capital Advisors LLC .
Perfil
Mr. Elton D.
Wilcox is a Chief Compliance Officer at Elevated Capital Advisors LLC.
Mr. Wilcox was previously employed as a Principal by LPL Financial LLC, a Principal by Edward Jones Trust Co., and a Principal by Fidelity Investments Life Insurance Co. (Investment Portfolio).
He received his undergraduate degree from the University of Utah.
Cargos activos de Elton David Wilcox
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Elevated Capital Advisors LLC
Elevated Capital Advisors LLC Investment ManagersFinance Elevated Capital Advisors LLC (ECA) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Sandy, Utah. Founded in 2015, ECA provides investment management and financial planning services to individuals, trusts, estates, charitable organizations, foundations, endowments, corporations, qualified retirement plans, or other businesses. | Oficial de Cumplimiento | 01/07/2017 |
Antiguos cargos conocidos de Elton David Wilcox.
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LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Corporate Officer/Principal | 01/10/2017 |
Edward Jones Trust Co.
Edward Jones Trust Co. Savings BanksFinance Headquartered in St. Louis, Missouri, Edward Jones Trust Company (EJT), a subsidiary of The Jones Financial Companies LP, is a registered investment advisor. The firm manages the assets of Boone National Savings and Loan Association. | Corporate Officer/Principal | 01/05/2015 |
Fidelity Investments Life Insurance Co. (Investment Portfolio)
Fidelity Investments Life Insurance Co. (Investment Portfolio) Investment ManagersFinance Fidelity Investments Life Insurance Co. (Investment Portfolio) (FILI-IP) is the investment portfolio division of Fidelity Investments Life Insurance Co., a life insurance company headquartered in Boston, Massachusetts. The firm is a subsidiary of FMR LLC. FILI-IP manages the insurance company portfolio. | Corporate Officer/Principal | 01/09/2011 |
Formación de Elton David Wilcox.
University of Utah | Undergraduate Degree |
Experiencias
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Relaciones de 1er grado
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Empresas relacionadas
Empresas privadas | 4 |
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Edward Jones Trust Co.
Edward Jones Trust Co. Savings BanksFinance Headquartered in St. Louis, Missouri, Edward Jones Trust Company (EJT), a subsidiary of The Jones Financial Companies LP, is a registered investment advisor. The firm manages the assets of Boone National Savings and Loan Association. | Finance |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Finance |
Fidelity Investments Life Insurance Co. (Investment Portfolio)
Fidelity Investments Life Insurance Co. (Investment Portfolio) Investment ManagersFinance Fidelity Investments Life Insurance Co. (Investment Portfolio) (FILI-IP) is the investment portfolio division of Fidelity Investments Life Insurance Co., a life insurance company headquartered in Boston, Massachusetts. The firm is a subsidiary of FMR LLC. FILI-IP manages the insurance company portfolio. | Finance |
Elevated Capital Advisors LLC
Elevated Capital Advisors LLC Investment ManagersFinance Elevated Capital Advisors LLC (ECA) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Sandy, Utah. Founded in 2015, ECA provides investment management and financial planning services to individuals, trusts, estates, charitable organizations, foundations, endowments, corporations, qualified retirement plans, or other businesses. | Finance |
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