Financial Advisor | Walnut Creek, CA | Element Wealth Management

LPL FINANCIAL FORM CRS

OUR TEAM

CONTACT

Contact@elementwm.com

Contact@elementwm.com

Chris J. Held, Cortland Golightly, and Roy Jerrolds are Registered Representatives with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor.

Member FINRA & SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the states in which they are properly registered or licensed.

No offers may be made or accepted from any resident of any other state. Check the background of your financial professional on FINRAs BrokerCheck

CA Insurance Lic #0E56816

Copyright © 2023 - Element Wealth Management - Powered by Squarespace