Gary Elefante
LPL Financial Adviser, Elefante Financial Services, LPL Financial
- Role
- Lpl Financial Adviser at Elefante Financial Services
- Location
- Durham, NC, US
- LinkedIn followers
- 500 followers
About Gary Elefante
Elefante Financial Services is dedicated to providing comprehensive financial planning and investment services to our clients. We are committed to a ‘planning first’ approach and will not recommend any course of action until we are fully aware of the client’s goals and objectives.Our investment philosophy is based on our belief that the most important investment decision an investor can make is not which investment to buy – but rather, how assets should be allocated based upon the investor’s attitudes, objectives, circumstances and risk-taking capacity.Our services include- Investment Planning- Retirement Planning- Life Insurance Analysis and Solutions- Education Funding / Planning- Estate Planning- Fee Based Planning Services- Small Business Retirement Plans With LPL Financial as our broker/dealer, Elefante Financial Services is well positioned to offer our clients independent and objective financial advice. Detailed information about LPL Financial is located in the “About Us” menu at the top of our website (http://elefantefinancial.com)For more information on our firm, we invite you to explore our web-site, call us or email us.(http://elefantefinancial.com)The LPL Financial registered representative associated with this page may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, DC, FL, GA, IL, LA, MD, NC, NJ, NY, PA, SC, TX, VA, WAThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info’ section above.
Experience
Lpl Financial Adviser
Feb 2007 — Present · Raleigh-Durham, NC, US
LPL Financial Adviser providing services as described above.Securities offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info’ section above.
Education
Rutgers University
BA Economics
1980 — 1984
Fairleigh Dickinson University
Master of Business Administration (MBA)
1984 — 1987
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