Elijah Levi Sammons Sheffield

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 04/2024 → 09/2024
  Ae Wealth Management, Llc
  Topeka, KS
• 10/2023 → 09/2024
  Wg Financial Group
  Huntsville, AL
• 08/2023 → 10/2023
  Unemployed
  Gray, GA
• 01/2023 → 05/2023
  University Of Ga
  Athens, GA
• 01/2021 → 04/2021
  Elwood & Goetz
  Athens, GA
• 08/2022 → 08/2023
  Planning Zoo
  Athens, GA
• 08/2019 → 08/2022
  Follett
  Athens, GA
• 08/2016 → 06/2019
  Full Time Student
  Athens, GA
• 09/2024 → 10/2024
  Unemployed
  Madison, AL
• 11/2024 → 05/2025
  Freedom Financial Group
  Birmingham, AL
• 11/2024 → 05/2025
  Ae Wealth Management, Llc
  Topeka, KS
• 07/2025 → 11/2025
  Balance Wealth Partners
  Kennesaw, GA
• 07/2025 → 11/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → 11/2025
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 12/2025 → Present
  Delta Community Credit Union
  Duluth, GA
• 01/2026 → Present
  Lpl Financial Llc
  Atlanta, GA
• 06/2019 → 08/2019
  Unemployed
  Athens, GA
• 05/2025 → 07/2025
  Unemployed
  Kennesaw, GA

Previous Registrations

• 2025-09-19 → 2025-11-20
  Cetera Investment Advisers Llc
  Kennesaw, GA
• 2024-11-20 → 2025-05-06
  Ae Wealth Management, Llc
  Birmingham, AL
• 2024-04-11 → 2024-09-26
  Ae Wealth Management, Llc
  Huntsville, AL
  Brentwood, TN

Other Businesses

1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Delta Community Retirement and Investment Services - Investment Related - At Reported Business Location(s) - Start Date: 01/2026 2. 01/2026 - Ash Brokerage - Non-Variable Insurance - Investment Related - 16 Hrs/Mth - 16 Hrs During Trading - Atlanta, GA 30354 - OBA Start Date: 12/08/2025 3. 01/2026 - Delta Community Credit Union - Financial Institution Duty - Investment Related - 16 Hrs/Mth - 16 Hrs During Trading - Atlanta, GA 30354 - OBA Start Date: 12/08/2025 4. 01/2026 - Members Trust Company - Financial Institution Duty - Investment Related - 16 Hrs/Mth - 16 Hrs During Trading - Atlanta, GA 30354 - OBA Start Date: 12/08/2025

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-09-17
• S65 Uniform Investment Adviser Law Examination
  2024-03-20

Designations

• Certified Financial Planner

Other Names

• Levi Sheffield