Dean Elmer- Financial Advisor Greenville, SC

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About Dean Elmer

As a LPL financial advisor with Holistic Wealth, Dean offers investments, access to insurance and comprehensive financial planning. Whether you have basic needs or a more complex financial picture, he can help.

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General Information

Firm Start Year

2015

No. of Employees

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

AA - Business Administration

Santa Monica College
09/01/1992 -12/31/1993

BS - Accounting

University of Phoenix
04/01/2002 -06/01/2010

Financial Planning Certification - Financial Planning

University of Georgia
03/02/2008 -10/19/2008

MS - Professional Accountancy

Clemson
01/01/2016 -12/31/2021

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC

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Dean Elmer

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