Mark ErhardtCRD Number: 2975261
Current Firm: Rbc Capital Markets, LLC
Mark Erhardt (CRD# 2975261) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Bangor, ME and has over 24 years of experience in the finance industry. Mark Erhardt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Raymond James Financial Services Advisors, Inc.
Commonwealth Financial Network
|City National Bank||Bangor, ME||Jun 2022 - Current||< 1|
|Rbc Capital Markets, LLC||Bangor, ME||Apr 2013 - Current||9|
|Morgan Stanley Smith Barney||Bangor, ME||Jun 2009 - Apr 2013||3|
|Morgan Stanley & Company, Incorporated||Bangor, ME||Jun 2007 - Apr 2013||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1998|
|S66||NASAA Uniform Combined State Law Examination||Jun 2002|
Total Assets Under Management201,164MILLIONS
Total Number of Accounts395,275ACCOUNTS
Average Account Value$508,922
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY
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