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Eric Marcus Elkins

21 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
350 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$361.0M

Fee Structure

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Location

400 Pettigru Street, Greenville, SC, 29601

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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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Other Business ActivitiesSells Insurance

Eric is an independent insurance agent since 2003, dedicating about 10-20% of his time to life and disability insurance. He is also the CEO of Double E Financial, an insurance business, and spends full-time hours on this role.

Employment History
Current Registrations
The Leaders Group, INC.Broker
March 2025 - Present · 11 mos
The Leaders Group, INC.
March 2025 - Present · 11 mos
Match Grade Advisors
May 2021 - Present · 4 yrs 9 mos
Previous Registrations
Prosperity Wealth Management, INC.
January 2020 - May 2021 · 1 yr 4 mos
Prosperity Wealth Management, INC.
August 2016 - December 2019 · 3 yrs 4 mos
Fortune Financial Services, INC.Broker
February 2016 - April 2025 · 9 yrs 2 mos
Lincoln Financial Securities Corporation
August 2006 - February 2016 · 9 yrs 6 mos
Lincoln Financial Securities CorporationBroker
June 2004 - February 2016 · 11 yrs 8 mos
State Registrations2 states
NCSC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Eric Marcus Elkins - Financial Advisor | TrueAdvisor