Lathan Ellis (CRD# 7513603) is an Investment Advisor Representative working at Lpl Financial LLC in Kenesaw, NE and has 1 year of experience in the finance industry.
CRD# 6337395
Eagle Strategies LLC
CRD# 808930
Allen Capital Group, LLC
CRD# 4581548
Allen Capital Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | Kenesaw, NE | Feb 2022 - Current | 2 |
| Adams County Bank | Kenesaw, NE | Dec 2021 - Current | 2 |
| Buffalo Roofing | Kearney, NE | Mar 2021 - Dec 2021 | < 1 |
| Nutech Ventures | Lincoln, NE | May 2019 - May 2021 | 2 |
| Amvnx | Lincoln, NE | Oct 2019 - Aug 2020 | < 1 |
| University Of Nebraska-lincoln | Lincoln, NE | Dec 2018 - Dec 2019 | 1 |
| University Of Nebraska-lincoln | Lincoln, NE | Aug 2018 - Dec 2018 | < 1 |
| Country Nursery | Wayne, NE | May 2018 - Aug 2018 | < 1 |
| Dairy Queen | Wayne, NE | May 2015 - May 2018 | 3 |
| Wayne Jr/sr High School | Wayne, NE | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2022 |
- NE
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Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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