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Ellis Liddell

4 Years of Experience
BrokerSells Insurance

Ellis Liddell is a registered investment advisor, based in Southfield, MI, with 4 years of industry experience.

Location

18700 W. 10 Mile Road, Suite 100, Southfield, MI, 48075

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Ellis is a Wealth Builder Program Builder Director and insurance agent at ELE Wealth Management, dedicating nearly full-time hours to insurance sales since 2017. He is also an Investment Advisor Representative at ELE Advisory Services since 2021, spending about a quarter of his time providing investment advice, and performs minimal administrative tasks for ELE Mortgage Services since 2022.

Employment History
Current Registrations
Ele Wealth Solutions, INC.Broker
December 2021 - Present · 4 yrs 4 mos
Ele Wealth Solutions, INC.
December 2021 - Present · 4 yrs 4 mos
Ele Advisory Services, INC
August 2021 - Present · 4 yrs 8 mos
State Registrations4 states
GALAMITX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.