Unclaimed Profile

Elias Robert Dragon

MAIN STREET RETIREMENT PLANNING, LLC·COPPELL, Texas

Series 6, Series 63Clean record24 years registeredMAIN STREET RETIREMENT PLANNING, LLC

779 W MAIN STREET, COPPELL, TX 75019CRD# 2022048Firm CRD# 313051

Profile Verification

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

Identity

Elias Robert Dragon · COPPELL, TX

Registration

CRD #2022048 · MAIN STREET RETIREMENT PLANNING, LLC · 24 years registered

Brand Profile

Not yet started

Career History

MAIN STREET RETIREMENT PLANNING, LLC

Jan 2022 – present

RETIREMENT PLANNERS OF AMERICA

Apr 2011 – Jan 2022

PLANO, TX

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

May 2009 – Jun 2011

COPPELL, TX

EAGLE STRATEGIES LLC

Jun 2002 – May 2009

COPPELL, TX

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Registration record

First registered · June 5, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MAIN STREET RETIREMENT PLANNING, LLC

CRD 313051 · SEC 801-122041

AUM

$613M

Regulatory assets under management

Employees

2,714 client accounts

Services offered by MAIN STREET RETIREMENT PLANNING, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MAIN STREET RETIREMENT PLANNING, LLC →

Introduction

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Frequently Asked Questions

What services does Elias Robert Dragon offer?

Elias Robert Dragon specializes in Investment Management, Fee-Only Advisory. Contact their office in COPPELL, Texas for a consultation.

What are Elias Robert Dragon's credentials?

Elias Robert Dragon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Elias Robert Dragon located?

Elias Robert Dragon is based in COPPELL, Texas, working with MAIN STREET RETIREMENT PLANNING, LLC. Their office serves clients in the COPPELL metropolitan area and surrounding communities.

How does Elias Robert Dragon charge for services?

Elias Robert Dragon's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MAIN STREET RETIREMENT PLANNING, LLC?

MAIN STREET RETIREMENT PLANNING, LLC has approximately 3 employees and manages $613M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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