Eric Marcus Elkins
Investment adviser representative at Match Grade Advisors
23 yearsExperience
2 statesRegistered in
$479.4MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Coverage UnlimitedSep 2023 to now
- Match Grade AdvisorsMay 2021 to now
- Double E FinancialFeb 2019 to now
- Independent Insurance AgentSep 2003 to now
- Prosperity Wealth Management, Inc.Aug 2016 to May 2021
- Fortune Financial Services, Inc.Feb 2016 to Mar 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
Match Grade Advisors
Legal name: Match Grade Advisors, LLC
$479.4MAssets managed
372Clients
6Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4734276
- Firm CRD
- 299181