Elton David Wilcox

Employer firm

Elevated Capital Advisors, LLC CRD 226721

$499M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → Present
  Lpl Financial
  Charlotte, NC

Other Businesses

Uber, non-investment related, No office location, rideshare driver, started 4/22/23, work 20 to 30 hours per month, zero hours during trading hours. I work as an Uber driver picking up and dropping off passengers around the city.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-12-11
• S63 Uniform Securities Agent State Law Examination
  2006-02-10

Other Names

• Elton D Wilcox
• Elton Wilcox