Elissa
Buie
Yeske Buie Inc
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About this Advisor
Elissa Buie is a certified financial planner operating in Vienna, Virginia who has 15 years of industry experience. Buie is on the advisory team at Yeske Buie Inc. The advisor has gained experience at Financial Planning Group, Inc and Yeske Buie Inc. Buie holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in California and Virginia. Yeske Buie Inc is a registered investment business based out of Vienna, VA. The investment advisory business has a total of 12 employees. It has $768 million in assets across its 1,445 client accounts, making it one of the bigger financial advisory firms in the United States by assets under management. The firm provides services to one charitable organizations. Of its 1,445 client accounts, 44% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm offers a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors largely are based on which services are offered. Fee types billed by Yeske Buie Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Yeske Buie Inc Brokerage Details
$767,664,432
12
1,445
$531,256
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Elissa Buie Work History
Elissa has been registered as a financial advisor for 15 years.*
Yeske Buie Inc
Financial Planning Group, Inc
*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 Elissa Buie 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 Yeske Buie Inc
San Francisco, CA
San Francisco, CA
Vienna, VA
Vienna, VA
Vienna, VA
Vienna, VA
San Francisco, CA
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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.
