Elton David Wilcox
Compliance Officer chez Elevated Capital Advisors LLC
Profil
Elton David Wilcox is currently the Chief Compliance Officer at Elevated Capital Advisors LLC since 2017.
Prior to this, he worked as a Principal at Edward Jones Trust Co. from 2012 to 2015, at LPL Financial LLC from 2015 to 2017, and at Fidelity Investments Life Insurance Co. (Investment Portfolio) from 2005 to 2011.
Mr. Wilcox completed his undergraduate degree from the University of Utah.
Postes actifs de Elton David Wilcox
| Sociétés | Poste | Début |
|---|---|---|
Elevated Capital Advisors LLC
 Elevated Capital Advisors LLC Investment ManagersFinance Elevated Capital Advisors LLC (ECA) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Sandy, Utah. Founded in 2015, ECA provides investment management and financial planning services to individuals, trusts, estates, charitable organizations, foundations, endowments, corporations, qualified retirement plans, or other businesses. | Compliance Officer | 01/07/2017 |
Anciens postes connus de Elton David Wilcox
| Sociétés | Poste | Fin |
|---|---|---|
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Corporate Officer/Principal | 01/10/2017 |
Edward Jones Trust Co.
 Edward Jones Trust Co. Savings BanksFinance Headquartered in St. Louis, Missouri, Edward Jones Trust Company (EJT), a subsidiary of The Jones Financial Companies LP, is a registered investment advisor. The firm manages the assets of Boone National Savings and Loan Association. | Corporate Officer/Principal | 01/05/2015 |
Fidelity Investments Life Insurance Co. (Investment Portfolio)
 Fidelity Investments Life Insurance Co. (Investment Portfolio) Investment ManagersFinance Fidelity Investments Life Insurance Co. (Investment Portfolio) (FILI-IP) is the investment portfolio division of Fidelity Investments Life Insurance Co., a life insurance company headquartered in Boston, Massachusetts. The firm is a subsidiary of FMR LLC. FILI-IP manages the insurance company portfolio. | Corporate Officer/Principal | 01/09/2011 |
Formation de Elton David Wilcox
| University of Utah | Undergraduate Degree |
Expériences
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Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Edward Jones Trust Co.
Edward Jones Trust Co. Savings BanksFinance Headquartered in St. Louis, Missouri, Edward Jones Trust Company (EJT), a subsidiary of The Jones Financial Companies LP, is a registered investment advisor. The firm manages the assets of Boone National Savings and Loan Association. | Finance |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Finance |
Fidelity Investments Life Insurance Co. (Investment Portfolio)
Fidelity Investments Life Insurance Co. (Investment Portfolio) Investment ManagersFinance Fidelity Investments Life Insurance Co. (Investment Portfolio) (FILI-IP) is the investment portfolio division of Fidelity Investments Life Insurance Co., a life insurance company headquartered in Boston, Massachusetts. The firm is a subsidiary of FMR LLC. FILI-IP manages the insurance company portfolio. | Finance |
Elevated Capital Advisors LLC
Elevated Capital Advisors LLC Investment ManagersFinance Elevated Capital Advisors LLC (ECA) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Sandy, Utah. Founded in 2015, ECA provides investment management and financial planning services to individuals, trusts, estates, charitable organizations, foundations, endowments, corporations, qualified retirement plans, or other businesses. | Finance |
