Canyon Elkins

Advisor at Edward Jones

Updated today

Location

Farmerville, LA 71241

Credentials

Series 66

Industry experience

2 years

About

Canyon Elkins is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he held roles at the Kappa Alpha Order National Administrative Office and Louisiana Tech University. Outside of advising, he serves as a senior lifeguard instructor for SELA Aquatics, conducting seasonal training classes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Inheritance planning

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

310 N Main St

Farmerville, LA 71241

Most active in

Louisiana · Texas

Work history

Edward Jones

2023 - Present (3 years)

Kappa Alpha Order National Administrative Office

2022 - 2023 (1 year)

Louisiana Tech Traffic Office

2018 - 2020 (2 years)

Louisiana Tech University

2018 - 2022 (4 years)

SELA Aquatics, LLC

2016 - 2022 (6 years)

D'arbonne Woods Charter School

2013 - 2018 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Brooks H

Series 66

Dubach, LA

LPL Financial

Brooks Harris is a Series 66-licensed advisor with 26 years of industry experience, currently with LPL Financial since 2019. He previously worked at FSC Securities Corp and Commonwealth Financial Network. Outside of his advisory role, he is involved with Martin Company Holdings LLC, a non-investment-related business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired

Ricky A

Series 63, Series 66

Farmerville, LA

Edward Jones

Ricky Albritton is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, he serves on the North Central Louisiana Technical College Advisory Board and the Union Parish 4-H Foundation. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm offers a variety of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance Retired Founder/Business Owner Executive

Chad F

Series 66

Farmerville, LA

Edward Jones

Chad Farrar is a financial advisor at Edward Jones in Farmerville, LA, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, he worked in home health therapy organizations from 2006 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a broad range of investment strategies and affiliated services through a nationwide network of financial advisors and branches.

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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