Christopher
Cordova

Elevated Capital Advisors, LLC

CRD#5602828
Investment Advisor
in Draper, UT

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About this Advisor

Christopher Cordova is a financial advisor based in Draper, Utah, working with Elevated Capital Advisors, LLC. Christopher has previously held positions at Axa Advisors, LLC, Elevated Capital Advisors, LLC, Spl Financial, and Global Financial Private Capital, LLC. Christopher has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Colorado, Florida, Idaho, Montana, Utah, and Washington. Currently, Christopher is part of Elevated Capital Advisors, LLC, which operates out of Draper, Utah. The firm has 10 employees and manages assets totaling $375.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include 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. The fee structure at Elevated Capital Advisors, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

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

11925 South 700 East
Draper, UT 84020

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Elevated Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$375,281,037

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

10

UT Average: 12
Total Number of Accounts

2,382

UT Average: 1,115
Average Account Size

$157,549

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

2015 - Present (10 years)

Elevated Capital Advisors, LLC

2015 - Present (10 years)

Spl Financial

2015 - 2015 (< 1 year)

Global Financial Private Capital, LLC

2012 - 2015 (3 years)

Axa Advisors, LLC

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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

Colby Gillies
Draper, UT
Tyler Moison
Overland Park, KS
Judah Sworney
Newnan, GA
Michael Blackman
Draper, UT
Lauren O'Neill
Draper, UT
Joseph Wild
Overland Park, KS
Oakley Allen
Overland Park, KS
Chirho Garcia
Murrieta, CA

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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