EG
EG

Ellis Gallimore

26 Years of Experience
Columbia, MD
Broker

Ellis Gallimore is a registered investment advisor at LPL Financial LLC, based in Columbia, MD, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

Loading...

Location

8630 Snowden River Parkway, Columbia, MD, 21045

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Ellis operates SECU Financial Partners as a DBA for their LPL business.

Employment History
Current Registrations
LPL Financial LLC
December 2024 - Present · 1 yr 5 mos
LPL Financial LLCBroker
December 2024 - Present · 1 yr 5 mos
Previous Registrations
VALIC Financial Advisors, INC.Broker
June 2015 - December 2024 · 9 yrs 6 mos
VALIC Financial Advisors, INC.
June 2015 - December 2024 · 9 yrs 6 mos
Cetera Investment Advisers LLC
March 2014 - June 2015 · 1 yr 3 mos
Cetera Investment Services LLCBroker
March 2014 - June 2015 · 1 yr 3 mos
Valley Forge Asset Management, LLCBroker
December 2013 - March 2014 · 3 mos
Valley Forge Asset Management, LLC
December 2013 - March 2014 · 3 mos
VALIC Financial Advisors, INC.Broker
August 2012 - October 2013 · 1 yr 2 mos
VALIC Financial Advisors, INC.
August 2012 - October 2013 · 1 yr 2 mos
Bb&t Investment Services, INC.Broker
January 2009 - August 2012 · 3 yrs 7 mos
Bb&t Investment Services, INC.
January 2009 - August 2012 · 3 yrs 7 mos
Bb&t Investment Services, INC.
June 2004 - December 2008 · 4 yrs 6 mos
Bb&t Investment Services, INC.Broker
August 2000 - December 2008 · 8 yrs 4 mos
Riggs Investment CORP.Broker
June 1999 - April 2000 · 10 mos
State Registrations5 states
DCDEMDPAVA
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.