DeanElmer- 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.

See Disclosures

General Information

Firm Start Year

2015

No. of Employees

CRD#

4310405

Firm CRD#

6413

Insurance License#

6907638

Name of Broker/Dealer

LPL FINANCIAL LLC

States Licensed in

CA, CO, FL, GA, HI, IO, MA, NY, NC, SC, TX

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Foreign Languages Serviced

Spanish

Advisory Services Provided

Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Money Management, Wealth Management, 401K Rollovers

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

EA, CPFA

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Long Term Care, Variable Life, Variable Annuity, Life, Health, Annuity, Disability

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$20,000,000.00

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets, Hourly, Flat Fee, Commissions

Additional Details on Charges

We have a variety of programs built to fit the needs of our clients. To get a full understand and customize a program for you, please contact our office.

Minimum Fee Charged for Managed Accounts

$1,000

Minimum Fee Charged for Hourly Planning Accounts

$500

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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Paladin Research Report For:

Dean Elmer

Holistic Advisory