Max Joseph Elvrom
CFP®Professional Summary
Max Joseph Elvrom, CFP® is a registered financial advisor currently at KEUDELL MORRISON WEALTH MANAGEMENT, LLC located in Salem, Oregon. Max is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Max has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Retirement Planning
- Investment Planning
- Retirement Income Management
Other Aliases
There are no additional aliases reported.
Similar Advisors
NYLIFE SECURITIES LLC
OPPENHEIMER & CO. INC.
PFS INVESTMENTS INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
NYLIFE SECURITIES LLC
OPPENHEIMER & CO. INC.
PFS INVESTMENTS INC.
Contact Information
Direct
(xxx) xxx-xxxx
Website
xxxxxxxxxx.xxx
Similar Advisors
NYLIFE SECURITIES LLC
OPPENHEIMER & CO. INC.
PFS INVESTMENTS INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
NYLIFE SECURITIES LLC
OPPENHEIMER & CO. INC.
PFS INVESTMENTS INC.
Credentials
Years of Experience
15 years in the financial services industry
Current & Past Employments
Current
Past
Similar Advisors
NYLIFE SECURITIES LLC
OPPENHEIMER & CO. INC.
PFS INVESTMENTS INC.
Current Firm
KEUDELL MORRISON WEALTH MANAGEMENT, LLC
Contact Information
Main Address
235 Front St. Se Suite 300, Salem, OR 97301Phone Number
(971) 209-4500# of Employees
11SEC notice filing (8 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,083AUM (Assets Under Management)
$921,506,676Similar Advisors
NYLIFE SECURITIES LLC
OPPENHEIMER & CO. INC.
PFS INVESTMENTS INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
Similar Advisors
NYLIFE SECURITIES LLC
OPPENHEIMER & CO. INC.
PFS INVESTMENTS INC.
Primary Firm SEC Registration
KEUDELL MORRISON WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(7/9/2024)
(7/9/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
NYLIFE SECURITIES LLC
OPPENHEIMER & CO. INC.
PFS INVESTMENTS INC.
CRS (Client Relationship Summary) - RIA
Click below to view Max Joseph Elvrom's CRS (Customer Relationship Summary).
Services Offered by Max
- Retirement Planning
- Investment Planning
- Retirement Income Management
Similar Advisors
NYLIFE SECURITIES LLC
OPPENHEIMER & CO. INC.
PFS INVESTMENTS INC.
