EW
EW

Elton David Wilcox

19 Years of Experience
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
1,031 clients
Average Client Portfolio
$420K average
Assets Under Management
$433.0M

Fee Structure

Minimum Investment:$10K
Financial Planning:Included in AUM fee
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Location

11925 South 700 East, Draper, UT, 84020

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Elton works as an Uber driver, picking up and dropping off passengers. This non-investment related activity takes about 10-20% of his time, with no hours worked during trading hours.

Employment History
Current Registrations
Elevated Capital Advisors, LLC
December 2017 - Present · 8 yrs 2 mos
Previous Registrations
LPL Financial LLCBroker
May 2015 - November 2017 · 2 yrs 6 mos
Edward JonesBroker
May 2012 - May 2015 · 3 yrs
Fidelity Brokerage Services LLCBroker
February 2006 - September 2011 · 5 yrs 7 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.