Elias
Dragon
Main Street Retirement Planning, LLC
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About this Advisor
Elias Dragon is a certified financial planner and chartered financial consultant operating in Coppell, Texas who has 1 year of industry experience. Dragon is currently employed by Main Street Retirement Planning, LLC. Their career trajectory has included roles at Dragon Financial Group, Mmwkm Advisors, LLC, Retirement Planners Of America and Main Street Retirement Planning. Dragon maintains a Series 63 license, which qualifies them as a securities representative, and can operate in Texas. Main Street Retirement Planning, LLC is a company based out of Coppell, TX. It handles $582 million in assets across its 2,702 client accounts, placing it among the bigger firms in the country by assets under management. Of its 2,702 client accounts, 20% are associated with high-net-worth investors who have more than $1 million in assets. Main Street Retirement Planning, Llc provides portfolio management for individuals and small businesses. Financial advisory fees depend on the services. Fee types billed by Main Street Retirement Planning, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Main Street Retirement Planning, LLC Brokerage Details
$582,068,438
3
2,702
$215,421
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Elias Dragon Work History
Elias has been registered as a financial advisor for 1 years.*
Main Street Retirement Planning
Dragon Financial Group
Mmwkm Advisors, LLC
Retirement Planners Of America
*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 Elias Dragon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Main Street Retirement Planning, LLC
Coppell, TX
Coppell, TX
Coppell, TX
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
