Elias
Dragon

Main Street Retirement Planning, LLC

CRD#2022048
Investment Advisor
in Coppell, TX

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About this Advisor

Elias Dragon is a financial advisor based in Coppell, Texas, working with Main Street Retirement Planning, LLC. Elias has previously held positions at Dragon Financial Group, Mmwkm Advisors, LLC, Retirement Planners Of America, and Main Street Retirement Planning. Elias has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Elias is part of Main Street Retirement Planning, LLC, which operates out of Coppell, Texas. The firm has 3 employees and manages assets totaling $613 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses. The fee structure at Main Street Retirement Planning, LLC includes asset-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

779 W Main Street
Coppell, TX 75019

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Main Street Retirement Planning, LLC Brokerage Details

Total Assets Under Management

$613,041,095

TX Average: $3,042,739,679
Total Number of Employees

3

TX Average: 49
Total Number of Accounts

2,714

TX Average: 2,315
Average Account Size

$225,881

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Elias Dragon Work History

2022 - Present (2 years)

Main Street Retirement Planning

2001 - Present (23 years)

Dragon Financial Group

2011 - 2022 (11 years)

Mmwkm Advisors, LLC

2011 - 2022 (11 years)

Retirement Planners Of America

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

Mark Krehel
Coppell, TX
Jennifer Dragon
Coppell, TX
Elias Dragon
Coppell, TX

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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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.

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