LINDA P. ELLIOTT, CFP®, CIMA®

Senior Vice President - Investments

Address: 500 SILVER SPUR ROAD, 3RD FLOOR, SUITE 300, ROLLING HILLS ESTATES, CA 90275
Phone: 310-265-5464 | 800-541-4377    Fax: 310-377-7872

My Background

My Associate(s): Kathleen Holcomb, Senior Registered Client Associate ; Pamela Dickson, Senior Registered Client Associate

My Experience

  • 2009 - Present: Wells Fargo Advisors, Financial Advisor
  • 1996 - 2009: Smith Barney, Financial Consultant

My Education & Credentials

  • Bachelor of Arts, University of California, Berkeley, 1975
  • Master of Library Science, UC Berkeley, 1976
  • PIM Portfolio Manager

My Community Involvement

  • Palos Verdes Art Center, Peninsula Symphony
  • Peninsula Land Conservancy, Palos Verdes Peninsula Rotary
  • H.E.L.P. (Healthcare and Elder Law Programs), AAUW
  • South Bay Estate Planning Council
Securities Registered in the following states: AL, AZ, CA, CO, CT, DC, GA, HI, IL, KS, LA, MA, MD, MO, NC, NE, NJ, NM, NV, NY, OR, RI, TX, UT, VA, WA, WI
Insurance licensed in the following states: AL, AZ, CA (Lic. # 0B91832), CO, CT, DC, IL, LA, MA, MO, NC, NJ, NM, NV, NY, OR, RI, TX, UT, VA, WA
LINDA P. ELLIOTT: Financial Advisor: Wells Fargo Advisors, LLC
United States: California: ROLLING HILLS ESTATES Branch