Dean Elmer

Holistic Advisory

220 North Main Street
Suite 500

Greenville, SC 29601

864-516-7518

Financial Independence

About Holistic Advisory

As a LPL financial advisor with Holistic Wealth, Dean offers investments, access to insurance and comprehensive financial planning. Whether you have basic needs or a more complex financial picture, he can help.

See Disclosures

General Information

Firm Start Year

2015

No. of Employees

2-4

Services

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

AA - Business Administration

Santa Monica College
09/01/1992 -12/31/1993

BS - Accounting

University of Phoenix
04/01/2002 -06/01/2010

Financial Planning Certification - Financial Planning

University of Georgia
03/02/2008 -10/19/2008

MS - Professional Accountancy

Clemson
01/01/2016 -12/31/2021

Disclosures

RetirementPlanning.net provides referrals to financial professionals of LPL Financial, LLC (LPL). RetirementPlanning.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RetirementPlanning.net cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC

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