Roosevelt Elivert is a ChFC-designated registered investment advisor, based in Glen Burnie, MD, with 18 years of industry experience. Roosevelt is also registered as a broker, so some compensation may come from commissions on products sold.
Location
7310 Ritchie Hwy Ste 908, Glen Burnie, MD, 21061-3337
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Regulatory History
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
Roosevelt owns CREE Investments LLC, through which he buys and manages real estate, and plans to develop land in Mexico through Integrity Management LLC. He also collects rent from several properties and receives trailing commissions for life insurance written prior to his Allstate affiliation, spending minimal time on these activities.
Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
State Registrations5 states
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
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