Richard Erickson (CRD# 2220590) is an Investment Advisor Representative working at Jacksonville Wealth Management in Brentwood, TN and has over 32 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Jacksonville, FL | Jun 2022 - Current | 1 |
| Jacksonville Wealth Management, LLC | Jacksonville, FL | Jun 2022 - Current | 1 |
| Lpl Financial LLC | Charleroi, PA | Jul 2021 - Jun 2022 | < 1 |
| Various Insurance Carriers For W&r Insurance Agencies | Brentwood, TN | Nov 2001 - Jul 2021 | 19 |
| Waddell & Reed, Inc. | Brentwood, TN | Oct 2001 - Jul 2021 | 19 |
| Woodland Middle School | Brentwood, TN | Dec 2020 - Mar 2021 | < 1 |
| Brentwood Power | Brentwood, TN | Jan 2014 - Nov 2020 | 6 |
| Somerset Subdivision | Nashville, TN | Aug 2011 - Nov 2020 | 9 |
| Woodland Middle School | Brentwood, TN | Dec 2014 - Mar 2017 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1992 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- TN
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Total Assets Under Management340MILLIONS
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Total Number of Accounts1,600ACCOUNTS
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Average Account Value$212,596
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, GA, MN, NC, OH, TN, TX
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