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Guerdon Tisdale Ely

ELY PRUDENT PORTFOLIOS, LLC·CHICO, California
Series 6, Series 7, Series 22Clean record23 years registeredELY PRUDENT PORTFOLIOS, LLC
40 PHILADELPHIA DR, CHICO, CA 95973-5000CRD# 1198844Firm CRD# 142681

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Guerdon Tisdale Ely · CHICO, CA
Registration
CRD #1198844 · ELY PRUDENT PORTFOLIOS, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

INTEGRATED ADVISORS NETWORK LLC
Jul 2017 – present
ELY PRUDENT PORTFOLIOS, LLC
Jun 2007 – Dec 2017
CHICO, CA
PRUDENT INVESTOR ADVISORS, LLC
Aug 2002 – May 2007
CHICO, CA
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 22
Registration record
First registered · August 29, 2002
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ELY PRUDENT PORTFOLIOS, LLC
CRD 142681 · SEC 801-67409
AUM
$54M
Regulatory assets under management
Employees
1
212 client accounts
Services offered by ELY PRUDENT PORTFOLIOS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ELY PRUDENT PORTFOLIOS, LLC →
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Frequently Asked Questions

What services does Guerdon Tisdale Ely offer?
Guerdon Tisdale Ely specializes in Financial Planning, Investment Management. Contact their office in CHICO, California for a consultation.
What are Guerdon Tisdale Ely's credentials?
Guerdon Tisdale Ely is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Guerdon Tisdale Ely located?
Guerdon Tisdale Ely is based in CHICO, California, working with ELY PRUDENT PORTFOLIOS, LLC. Their office serves clients in the CHICO metropolitan area and surrounding communities.
How does Guerdon Tisdale Ely charge for services?
Guerdon Tisdale Ely's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ELY PRUDENT PORTFOLIOS, LLC?
ELY PRUDENT PORTFOLIOS, LLC has approximately 1 employees and manages $54M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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