Elliott Hurford is a registered investment advisor at LPL Financial LLC, based in Houghton, MI, with 10 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
902 Razorback Dr, Suite 5, Houghton, MI, 49931
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Elliott acts as a fiduciary for the Hurford Revocable Trust and is a notary. He also operates under the DBA Aquest Wealth Strategies for his LPL business, owns Hurford Consulting (a business entity for tax/investment purposes only), and owns real estate rental property through 414 Detroit Avenue LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Chase Investment Services CORP.Broker
PNC InvestmentsBroker
Natcity Investments, INC.Broker
Hantz Financial Services, INC.Broker
State Registrations21 states
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