Phillip
Elder

Pruco Securities, LLC

CRD#1620374
Investment Advisor
in Sioux City, IA

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About this Advisor

Phillip Elder is a financial advisor based in Sioux City, Iowa, working with Pruco Securities, LLC. Phillip has previously held positions at Pruco Securities, LLC and Prudential Insurance Company Of America. Phillip has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Iowa and Texas. Currently, Phillip is part of Pruco Securities, LLC, which operates out of Sioux City, Iowa. The firm has 41 offices and 2,700 employees. The firm manages assets totaling $16.4 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Pruco Securities, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4300 S. Lakeport Suite 105
Sioux City, IA 51106

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Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$16,378,802,331

IA Average: $10,121,009,343
Total Number of Employees

2,700

IA Average: 92
Total Number of Accounts

113,575

IA Average: 6,978
Average Account Size

$144,211

IA Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Phillip Elder Work History

1986 - Present (38 years)

Pruco Securities, LLC

1986 - Present (38 years)

Prudential Insurance Company Of America

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Disclosures

Please visit the SEC profile of Phillip Elder to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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