Darrell Ellisor, AIF®, ChFC®, CLU®

Darrell Ellisor, AIF®, ChFC®, CLU®

Senior Vice President/Retirement Practice Leader (TX)

Office: 832-960-7054
Fax: 281-605-1695
E-mail:
 

For over 25 years, Darrell Ellisor has been helping plan sponsors and participants pursue their retirement goals.  His extensive experience has made him an industry leader in providing comprehensive plan design, investment and education consulting. 

He currently serves as a Retirement Practice Leader for the State of Texas and serves on the HUB Texas Executive Management Team. Prior to the HUB International acquisition of Peak Financial Group in 2019, Darrell built a successful practice as a Principal with Peak and Financial Advisor for Equitable Life and MassMutual Life.  He holds the Accredited Investment Fiduciary® Designation and was recognized as one of the nation’s “Top Financial Advisors of 2015 & 2016” as ranked by The Financial Times1.

Darrell is passionate about serving plan sponsors and participants and leads the team’s Corporate/Hospital Systems and Executive Benefits segments.  He provides 404(c) assistance for plan sponsors to help them operate within ERISA guidelines and provides fiduciary education to plan sponsors and trustees.  He understands that clear communication and ongoing education for plan fiduciaries and participants is vital to successful outcomes.

Education, Specialized Training and Registrations

  • •B.A., Marketing from Texas A&M University
  • •Chartered Life Underwriter® (CLU®)
  • •Chartered Financial Consultant (ChFC®) Designation
  • •Accredited Investment Fiduciary® (AIF®)
  • •FINRA Series 6, 63 registrations held with LPL Financial
 

Darrell has been actively involved as a leader in several industry groups and charitable advisory committees, including various charity golf tournaments and educational fundraising. 

A proud graduate of Texas A&M University, Darrell is an outgoing person who enjoys meeting new people and learning their unique stories.  A devoted family man, Darrell enjoys baseball, sporting clays, fishing and hiking. 

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor.  Member FINRA/SIPC.  Financial Planning offered through HUB International Investment Advisory Services. HUB International is a separate entity from LPL Financial.

1Awarded to financial advisors managing at least $50 million in defined contribution (DC) plan assets where DC plans represent at least 20% of total AUM.  Graded on several criteria, including growth in DC plans and assets, plan participation rates, experience and industry certifications, and compliance record.