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Leigh Anne Elder

Advisor at Wells Fargo Clearing — Suffolk, VA 400 N Main St

Updated today

Credentials

Series 66

Experience

12 years

Location

Suffolk, VA 23434

Wells Fargo Clearing logo

Wells Fargo Clearing

Institution

Total advisors

14,118

Across 1,476 offices

Clients per advisor

92 Typical

Avg AUM per client

$475,575 High

HNW client ratio

50% Very High

About

Leigh Elder is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Client services

Based on Wells Fargo Clearing

Financial planning Portfolio management Pension consulting Selection of other advisers
Investment consulting services to institutional clients

Occupation focus

Based on Wells Fargo Clearing

Retired Founder/Business Owner

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Fee options

Fixed

One-time service fees payable immediately after service; ongoing fees paid quarterly

Percentage

$0 - $1,000,000: 0.1% to 1.0% annually $1,000,000 - $5,000,000: 0.1% to 0.7% annually $5,000,000 - $10,000,000: 0.1% to 0.5% annually $10,000,000 - $25,000,000: 0.01% to 0.25% annually

Commissions

Brokerage transactions generate commissions; Financial Advisors receive a percentage of revenue from commissions

Other

Minimum fee: Minimum fees range from $500 to $5,000 depending on plan size Fee-only: Flat annual fees and percentage of assets fees available; fees are negotiable

Location

See office

Suffolk, VA 400 N Main St

400 N Main St, [Profit Formula]

Suffolk VA 23434

Advisors at this office

2

Most active in

Arkansas · Texas · Virginia

Work history

12 years of industry experience

Wells Fargo Clearing

2016 - Present • 10 years

Little Rock, AR

Wells Fargo Advisors, LLc

2013 - 2016 • 3 years

Little Rock, AR

Disclosures

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

Business activities & affiliations

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Arie K

CFP®, Series 63, Series 65

Suffolk, VA

Korving & Company LLC

Arie Korving is a CFP® with over 31 years of experience in the financial industry. He is currently a principal at Courage Korving Miller Partners, LLC, where he has worked since 2022, and previously operated Korving & Company LLC since 2010. Courage Korving Miller Partners, LLC provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individuals, charitable organizations, and pension and profit-sharing plans. The firm customizes portfolios using a variety of investment strategies and analytical methods, and offers ongoing monitoring and reporting while generally recommending Schwab or Fidelity as custodians.

Retirement income strategy Income planning Tax-loss harvesting Cash flow / budgeting
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Ella B

Series 66

Suffolk, VA

Korving & Company LLC

Ella Bourne is a financial advisor with Courage Korving Miller Partners, LLC, holding a Series 66 designation and 19 years of industry experience. She has worked at Korving & Company LLC since 2010 and joined Courage Korving Miller Partners in 2022. Courage Korving Miller Partners provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individuals, charitable organizations, and pension and profit-sharing plans. The firm tailors portfolios using a range of investment strategies and typically recommends Schwab or Fidelity as custodians while offering ongoing monitoring and reporting.

Retirement income strategy Income planning Tax-loss harvesting Cash flow / budgeting
user avatar

Roy R

Series 65

Suffolk, VA

River Crescent Advisors, LLC

Roy Runyon is a financial advisor at River Crescent Advisors, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Beacon Harbor Wealth Advisors, Inc. and The Gartman Letter L.C. Runyon serves on the Board of Trustees for Nansemond-Suffolk Academy. River Crescent Advisors, LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $122.7 million in client assets and employs a fundamental, long-term investment approach using diversified model portfolios tailored to client goals and risk tolerances.

Active portfolio management Options & derivatives strategies Tax-loss harvesting
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Stephen K

CFP®, Series 66

Suffolk, VA

Korving & Company LLC

Stephen Korving is a CFP® with 21 years of industry experience and currently a principal at Courage Korving Miller Partners, LLC. He has been with Korving & Company LLC since 2010 and joined Courage Korving Miller Partners in 2022. Courage Korving Miller Partners provides investment advisory services, financial planning, and retirement plan consulting to individuals, charitable organizations, and pension and profit-sharing plans. The firm customizes portfolios using a variety of analytical methods and strategies, and offers ongoing monitoring and reporting while typically recommending Schwab or Fidelity as custodians.

Retirement income strategy Income planning Tax-loss harvesting Cash flow / budgeting
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Tyler D

CFP®, Series 65

Suffolk, VA

River Crescent Advisors, LLC

Tyler Dunn is a CFP® with three years of industry experience, currently advising at River Crescent Advisors, LLC. His prior experience includes roles at PBMares Wealth Management, The Citadel, Acap SME, LLC, and Randolph-Macon College. Outside of his advisory work, he serves as a pitching coach for the Randolph-Macon baseball team. River Crescent Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a fundamental analysis-based investment approach focused on long-term strategies while allowing for shorter-term adjustments, and it offers a wrap fee program that consolidates transaction costs into a single advisory fee.

Active portfolio management Options & derivatives strategies Tax-loss harvesting
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Carter M

Series 63, Series 65

Suffolk, VA

MissionSquare Retirement

Carter Moss is a financial advisor with MissionSquare Retirement in Suffolk, VA, holding Series 63 and Series 65 designations and 19 years of industry experience. He has been with ICMA Retirement Corporation since 2014. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofits by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and advisory services including discretionary Managed Accounts and Fund Advice developed in partnership with Morningstar Investment Management.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
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