FE
CFP
FE
CFP
Fred Elledge
38 Years of Experience
Vancouver, WA
1 DisclosureBroker
Fred Elledge is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Vancouver, WA, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
7600 NE 41st Street, Suite 320, Vancouver, WA, 98662
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 1998Denied
Other Business Activities
Fred is an owner, CFP, and financial advisor at Blue Spectrum Wealth since 2017. He spends minimal time on this business activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2016 - Present · 9 yrs 10 mos
Raymond James Financial Services, INC.Broker
September 2016 - Present · 9 yrs 10 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
August 2006 - September 2016 · 10 yrs 1 mo
Wells Fargo Advisors, LLC
August 2006 - September 2016 · 10 yrs 1 mo
UBS Financial Services INC.
August 2006 - September 2006 · 1 mo
UBS Financial Services INC.Broker
August 2006 - September 2006 · 1 mo
Piper Jaffray & CO.
October 2002 - August 2006 · 3 yrs 10 mos
Piper Jaffray & CO.Broker
March 1999 - August 2006 · 7 yrs 5 mos
Salomon Smith Barney INC.Broker
July 1993 - February 1999 · 5 yrs 7 mos
Lehman Brothers INC.Broker
July 1993 - July 1993 · 0 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1988 - July 1993 · 5 yrs 6 mos
State Registrations19 states
AKAZCACODCFLGAIDMAMTNHNJNYOHORPATXVAWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.