EL
EL

Ellis Nurogar Liddell

4 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,156 clients
Average Client Portfolio
$109K average
Assets Under Management
$125.5M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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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.

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 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.
December 2021 - Present · 4 yrs 2 mos
Ele Wealth Solutions, INC.Broker
December 2021 - Present · 4 yrs 2 mos
Ele Advisory Services, INC
August 2021 - Present · 4 yrs 6 mos
State Registrations3 states
GALAMI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.