Unclaimed Profile

Elmer Robert Branch

20/20 CAPITAL MANAGEMENT, INC·COSTA MESA, California

SIE, Series 7, Series 63, Series 65CFP ChFC29 years registered20/20 CAPITAL MANAGEMENT, INC

940 SOUTH COAST DRIVE, COSTA MESA, CA 92626CRD# 2751881Firm CRD# 281692

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Elmer Robert Branch · COSTA MESA, CA

Registration

CRD #2751881 · 20/20 CAPITAL MANAGEMENT, INC · 29 years registered

Brand Profile

Not yet started

Career History

PRIME CAPITAL FINANCIAL

Mar 2022 – present

20/20 CAPITAL MANAGEMENT, INC

Dec 2015 – Nov 2022

Daytona Beach, FL

AMERITAS INVESTMENT CORP

Sep 2004 – Oct 2017

Daytona Beach, FL

THE ADVISORS GROUP, INC.

Sep 1996 – Sep 2004

ORMOND BEACH, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · September 3, 1996

Years registered · 29

Professional designations · CFP, ChFC

Disclosure History

2008Customer Dispute·Settled

2004Customer Dispute·Settled

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

20/20 CAPITAL MANAGEMENT, INC

CRD 281692 · SEC 801-106924

AUM

$677M

Regulatory assets under management

Employees

2,427 client accounts

Services offered by 20/20 CAPITAL MANAGEMENT, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at 20/20 CAPITAL MANAGEMENT, INC →

Introduction

Speak with Elmer

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Elmer is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in COSTA MESA?

Browse all registered financial advisors in COSTA MESA, California or claim this profile if it's yours.

Browse COSTA MESA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Elmer Robert Branch offer?

Elmer Robert Branch specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COSTA MESA, California for a consultation.

What are Elmer Robert Branch's credentials?

Elmer Robert Branch holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Elmer Robert Branch located?

Elmer Robert Branch is based in COSTA MESA, California, working with 20/20 CAPITAL MANAGEMENT, INC. Their office serves clients in the COSTA MESA metropolitan area and surrounding communities.

How does Elmer Robert Branch charge for services?

Elmer Robert Branch's firm is compensated through percentage of aum, hourly charges, subscription fees, other: advicepay monthly qtrly subscription. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 20/20 CAPITAL MANAGEMENT, INC?

20/20 CAPITAL MANAGEMENT, INC has approximately 38 employees and manages $677M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →