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Credentials
Series 63, Series 65
Experience Industry experience
39 years
Location
Emporia, VA 23847
Guardian Life
Enterprise
Elmo Clary Jr. is a financial advisor with Guardian Life in Emporia, VA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Guardian Life since 1999. Outside of his advisory role, Clary serves as president of the Meherrin River Arts Council and is active in local community organizations including the Main Street United Methodist Men. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions combining advisor-led discretionary management with model-based strategies, and provides access to proprietary programs, third-party advisory solutions, insurance products, and alternative investments.
Based on Guardian Life
Based on Guardian Life
Based on Guardian Life
Flat fees generally range from $500 to $25,000 per agreement; subscription-based financial planning maximum annual fee of $25,000; business consulting or education services up to $30,000.
$0 - $499,999.99: 2.05% $500,000 - $999,999.99: 2.00% $1,000,000 - $1,999,999.99: 1.95% $2,000,000+: 1.90%
Commissions are charged on transaction-based brokerage accounts; ticket charges include $10 per transaction in certain programs.
Hourly fees generally range from $100/hour to $500/hour.
Subscription-based financial planning and business consulting services charged annual fees paid monthly or quarterly, up to $25,000 to $30,000 per year.
Account minimum: $5,000
Emporia, VA
306 South Main Street
Emporia VA 23847
Advisors at this office
1
North Carolina · Virginia
39 years of industry experience
Guardian Life Insurance Co of America
2006 - Present • 20 years
Emporia, VA
Guardian Life
1999 - Present • 27 years
Emporia, VA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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