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Alan Elovitz

26 Years of Experience
Centerville, OH
Broker

Alan Elovitz is a registered investment advisor at Raymond James & Associates, INC., based in Centerville, OH, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

7887 Washington Village Drive, Suite 100, Centerville, OH, 45459

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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.

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Employment History
Current Registrations
Raymond James & Associates, INC.
January 2014 - Present · 12 yrs 4 mos
Raymond James & Associates, INC.
January 2014 - Present · 12 yrs 4 mos
Raymond James & Associates, INC.Broker
January 2014 - Present · 12 yrs 4 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2008 - January 2014 · 6 yrs
Wells Fargo Advisors, LLCBroker
January 2008 - January 2014 · 6 yrs
A. G. Edwards & Sons, INC.
February 2001 - January 2008 · 6 yrs 11 mos
A. G. Edwards & Sons, INC.Broker
March 2000 - January 2008 · 7 yrs 10 mos
State Registrations20 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Alan Elovitz - Financial Advisor | TrueAdvisor