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Appointments

I offer no-obligation consultations to discuss areas from Tax strategies, Investment strategies, Retirement strategies, Insurance strategies and Comprehensive Financial strategies. Schedule a no-obligation consultation or book an appointment to discover more about the process.

Location

403 Squire Pope Rd
Summerville, SC 29486

Hours

Monday - Friday: 8:30AM -  4:00PM

Saturday - Sunday: By Appointment Only

Contact

Jacob.Dalton@prudential.com
(540) 354-5075

Check the background of your financial professional on FINRA's BrokerCheck.

Jacob Dalton Is a Financial Planner with, and securities and investment advisory services offered through LPL Enterprise, a Registered Investment Advisor. Member FINRA/SIPC, and an affiliate of LPL Financial. 

 

“Prudential Advisors” is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (“PICA”) and its insurance company and other affiliates (collectively “Prudential”). Prudential Advisors financial professionals are licensed insurance agents of Prudential.

Pursuant to a strategic relationship among Prudential, LPL Enterprise, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPL Enterprise, an affiliate of LPL Financial. These financial professionals are permitted to brand under “Prudential Advisors.” LPL Enterprise and LPL Financial are not affiliated with Prudential or Elite Wealth Management. 

 

Elite Wealth Management and its representatives do not render tax or legal advice. Please consult with your own advisors regarding your particular situation.

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Prudential, the Prudential logo, and the Rock Symbol are service marks of Prudential Financial, Inc. and its related entites, registered in many jurisdictions worldwide.

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Elite Wealth Management does business in the following states:

Securities: [GA, SC, TX, VA, MD, OH] 

Life Insurance: [GA, SC, TX, VA, CA, OH, TN,MD] 

Annuities: [GA, SC, TX, VA, CA, OH, TN, MD] 

1049991-00002-00

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© 2023 Elite Wealth Management

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