ME
ME
Mirela Elliott
21 Years of Experience
Birmingham, AL
2 DisclosuresBroker
Mirela Elliott is a registered investment advisor at Raymond James & Associates, INC., based in Birmingham, AL, with 21 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
2900 Highway 280, Suite 100, Birmingham, AL, 35223
Get directionsHistory
Regulatory History (2)
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Customer Dispute
May 2010Withdrawn
Customer Dispute
January 2008Closed-No Action
Other Business Activities
Mirela is a board member/officer/director for the Building Owners and Managers Association since 2015. She dedicates minimal time to member recruitment.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.Broker
July 2006 - February 2013 · 6 yrs 7 mos
Morgan Keegan & Company, INC.
July 2006 - February 2013 · 6 yrs 7 mos
Ameriprise Financial Services, INC.
January 2005 - July 2006 · 1 yr 6 mos
Ameriprise Financial Services, INC.Broker
January 2005 - July 2006 · 1 yr 6 mos
Ids Life Insurance CompanyBroker
January 2005 - July 2006 · 1 yr 6 mos
State Registrations33 states
ALARAZCACOCTDCDEFLGAIDILINKYLAMIMNMOMSNCNMNYOHPASCTNTXVAVTVirgin IslandsWAWIWY
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.