Erika Corbin (CRD# 6419155) is an Investment Advisor Representative working at Avantax Advisory Services in Basalt, CO and has over 7 years of experience in the finance industry.
CRD# 2769592
Aberle Investment Management LLC
CRD# 5295673
Edward Jones
CRD# 2293685
Antunes International Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Intuit | Mountain View, CA | Jan 2024 - Current | < 1 |
| Viewline Resort Snowmass | Snowmass Village, CO | Jun 2022 - Current | 1 |
| Avantax Insurance Agency, LLC | Basalt, CO | Dec 2019 - Current | 4 |
| Avantax Advisory Services | Basalt, CO | Feb 2017 - Current | 7 |
| Etc-tax Services Inc. | Basalt, CO | Jan 2016 - Current | 8 |
| Avantax Investment Services, Inc. | Basalt, CO | Nov 2015 - Current | 8 |
| Etc-tax Services | Basalt, CO | Jan 2000 - Current | 24 |
| Smith & Corbin Tax Associates, LLC | Basalt, CO | Jan 2023 - Jan 2023 | < 1 |
| Tickmark | Miami, FL | Jan 2017 - Jul 2019 | 2 |
| Hd Vest Investment Services | Basalt, CO | Nov 2014 - Sep 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2017 |
- CO
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
- Other
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, WY
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