Christopher
Cordova

Elevated Capital Advisors, LLC

CRD#5602828
Investment Advisor
in Sandy, UT

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About this Advisor

Christopher Cordova is a financial advisor based out of Sandy, Utah with a total of 8 years of relevant experience. Cordova is an advisor for Elevated Capital Advisors, LLC. Their career trajectory has included roles at Axa Advisors, LLC, Elevated Capital Advisors, LLC, Spl Financial and Global Financial Private Capital, LLC. Cordova maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California, Colorado, Florida, Idaho, Montana, Utah and Washington. Elevated Capital Advisors, LLC is a firm based in Sandy, UT. It oversees $312 million in assets under management among its 2,139 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 2,139 client accounts, just 7% are associated with high-net-worth investors who have at least $1 million in investable assets. The advisory firm offers a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management depend on which service is offered. Fees billed by Elevated Capital Advisors, LLC can include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

9350 S. 150 E. Suite 320
Sandy, UT 84070

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Elevated Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$311,943,709

UT Average: $693,624,108
Total Number of Employees

8

UT Average: 12
Total Number of Accounts

2,139

UT Average: 1,115
Average Account Size

$145,836

UT Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Christopher Cordova Work History

Christopher has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Elevated Capital Advisors, LLC

2015 - Present (9 years)

Spl Financial

2015 - 2015 (< 1 year)

Global Financial Private Capital, LLC

2012 - 2015 (3 years)

Axa Advisors, LLC

*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 Christopher Cordova 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 Elevated Capital Advisors, LLC

Oakley Allen
Overland Park, KS
Brian Hermann
Sandy, UT
Elton Wilcox
Sandy, UT
Judah Sworney
Newnan, GA
Andrzej Mitkowski
Sandy, UT
Raul Gomez
Salineno, TX
Chirho Garcia
Murrieta, CA

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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