Thera Elliott is a registered investment advisor, based in Boca Raton, FL, with 14 years of industry experience.
Location
301 Yamato Road, Suite 3160, Boca Raton, FL, 33431
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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.
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Thera supports Boca Raton Financial Planners and Elliott Wealth Strategies LLC, spending minimal time on each. She is an officer and president of Elliott Wealth Strategies LLC, a support company started for business activity with Raymond James.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations14 states
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