Erik Eriksson, financial advisor Berkeley CA
93 score

Erik Eriksson

CRD Number: 3156007
Current Firm: Charles Schwab & Company, Inc.

Erik Eriksson (CRD# 3156007) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Berkeley, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank San Francisco, CA Jun 2005 - Current 11
Charles Schwab & Company, Inc. Berkeley, CA Oct 1998 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2001
S66 NASAA Uniform Combined State Law Examination Oct 2005
Contact Info for Erik S. Eriksson
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, VI, 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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