AE
CFP
AE
CFP

Adrian Elder

16 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
588 advisors
Number of Clients
43,706 clients
Average Client Portfolio
$773K average
Assets Under Management
$33.8B

Fee Structure

Minimum Investment:$50K
Financial Planning:Included in AUM fee
Loading...

Location

182 E 16th St., Suite D, Yuma, AZ, 85364

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 ActivitiesSells Insurance

Adrian is a board member for United Way of Yuma County and owns several commercial buildings and holding companies. He also works as an insurance agent selling life, health, disability, annuities, and long-term care insurance, dedicating minimal time to this activity.

Employment History
Current Registrations
Cwm, LLC
November 2019 - Present · 6 yrs 3 mos
Previous Registrations
Private Advisor Group, LLC
January 2018 - November 2019 · 1 yr 10 mos
LPL Financial LLC
July 2011 - December 2018 · 7 yrs 5 mos
LPL Financial LLCBroker
December 2010 - November 2019 · 8 yrs 11 mos
Natcity Investments, INC.Broker
December 2008 - July 2009 · 7 mos
Edward JonesBroker
March 2008 - August 2008 · 5 mos
Hantz Financial Services, INC.Broker
December 2007 - January 2008 · 1 mo
State Registrations3 states
AZCATX
Advisor
Exams
No exam information available for this advisor.