Element Wealth, LLC

Element Wealth, LLC (CRD# 114968) is a financial advisory firm headquartered in Ridgeland, MS. They manage $549,792,235 in 1,209 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
800 Woodlands Pky, Suite 201, Ridgeland, MS 39157
http://www.myelementwealth.com
By the Numbers
  • Total Assets Under Management
    550
    MILLION
  • Total Number of Accounts
    1,209
    ACCOUNTS
  • Average Account Value
    $454,750
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, FL, LA, MS, TN, TX

Financial Advisors at Element Wealth, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Laura Cerra, financial advisor Laurel MS
Laura E. Cerra
CRD#: 5749646
415 N Magnolia Street, Suite 330, Laurel, MS 39440

Laura Cerra (CRD# 5749646) is an Investment Advisor Representative working at Element Wealth, LLC in Laurel, MS and has over 14 years of experience in the finance industry.

2
Andrew Gay, financial advisor Ridgeland MS
Andrew E. Gay
CRD#: 5624627
800 Woodlands Pky, Suite 201, Ridgeland, MS 39157

Andrew Gay (CRD# 5624627) is an Investment Advisor Representative working at Element Wealth, LLC in Ridgeland, MS and has over 15 years of experience in the finance industry.

3
Jeremy Nelson, financial advisor Ridgeland MS
Jeremy M. Nelson
CRD#: 6835755
800 Woodlands Pky, Suite 201, Ridgeland, MS 39157

Jeremy Nelson (CRD# 6835755) is an Investment Advisor Representative working at Element Wealth, LLC in Ridgeland, MS and has over 6 years of experience in the finance industry.

4
Barry Smith, financial advisor Ridgeland MS
Barry C. Smith
CRD#: 861681
800 Woodlands Parkway, Suite 201, Ridgeland, MS 39157

Barry Smith (CRD# 861681) is an Investment Advisor Representative working at Element Wealth, LLC in Ridgeland, MS and has over 35 years of experience in the finance industry.

5
Danny Williams, financial advisor Ridgeland MS
Danny C. Williams
CRD#: 2463761
800 Woodlands Pky, Suite 201, Ridgeland, MS 39157

Danny Williams (CRD# 2463761) is an Investment Advisor Representative working at Element Wealth, LLC in Ridgeland, MS and has over 29 years of experience in the finance industry.

6
Jeremy Yancey, financial advisor Ridgeland MS
Jeremy L. Yancey
CRD#: 5524048
800 Woodlands Pky, Suite 201, Ridgeland, MS 39157

Jeremy Yancey (CRD# 5524048) is an Investment Advisor Representative working at Element Wealth, LLC in Ridgeland, MS and has over 15 years of experience in the finance industry.

7
Lance Heisler, financial advisor Theodore AL
Lance S. Heisler
CRD#: 5442113
Theodore, AL

Lance Heisler (CRD# 5442113) is an Investment Advisor Representative working at Element Wealth, LLC in Theodore, AL and has over 12 years of experience in the finance industry.

8
Juli-ann Marquette, financial advisor Ridgeland MS
Juli-ann L. Marquette
CRD#: 7435494
800 Woodlands Pky, Suite 201, Ridgeland, MS 39157

Juli-ann Marquette (CRD# 7435494) is an Investment Advisor Representative working at Element Wealth, LLC in Ridgeland, MS and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals