Ellis
Liddell
Ele Advisory Services, Inc
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About this Advisor
Ellis Liddell is a financial advisor working out of Southfield, Michigan with a total of 2 years of relevant experience. Liddell works at Ele Advisory Services, Inc. Over the course of their career, Liddell has held roles at Ele Wealth Management, Inc, Stars Ad Strikes, Lucia'S Italian Restaurant, Kennesaw State University and Student. Liddell has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Georgia and Michigan. Ele Advisory Services, Inc is a financial advisory company based out of Southfield, MI. It has offices in nine locations and a total of 10 employees. It controls $93 million in total assets among its 11,285 customer accounts, making it one of the smaller investment advisory firms in the country by assets under management. The firm advises four charitable organizations. Of its 11,285 client accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in assets. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fee schedules usually depend on which services are provided. However, fee types billed by Ele Advisory Services, Inc most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ele Advisory Services, Inc Brokerage Details
$93,216,300
10
11,285
$8,260
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Ellis Liddell Work History
Ellis has been registered as a financial advisor for 2 years.*
Ele Wealth Management, Inc
Stars Ad Strikes
Lucia'S Italian Restaurant
Kennesaw State University
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ellis Liddell 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 4/16/2023. 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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