Gary Erickson, financial advisor Aurora CO
93 score

Gary Erickson

CRD Number: 5528109
Current Firm: H.d. Vest Advisory Services, Inc.

Gary Erickson (CRD# 5528109) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Aurora, CO and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
H.d. Vest Investment Services Englewood, CO Sep 2009 - Current 7
H.d. Vest Advisory Representative Aurora, CO Sep 2009 - Current 7
Wyndfall Financial Aurora, CO Mar 2009 - Current 7
Hornor Townsend & Kent Inc. Horsham, PA May 2008 - Mar 2009 < 1
Penn Mutual Life Ins Co Horsham, PA May 2008 - Mar 2009 < 1
Unemployed Greeley, CO Dec 2007 - Apr 2008 < 1
Peticular Care Inc. Ft Collins, CO Aug 2004 - Nov 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Gary A. Erickson
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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