Kerry Erickson, financial advisor Center Valley PA
93 score

Kerry Erickson

CRD Number: 4528342
Current Firm: Mml Investors Services, LLC

Kerry Erickson (CRD# 4528342) is an Investment Advisor Representative working at Mml Investors Services, LLC in Center Valley, PA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Massmutual Life Insurance Company Springfield, MA Apr 2002 - Current 14
Mml Investors Services, Inc. Center Valley, PA Apr 2002 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S66 NASAA Uniform Combined State Law Examination Apr 2004
Contact Info for Kerry D. Erickson
Phone Number: (413)737-8400
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    3,874
    ACCOUNTS
  • Average Account Value
    $171,955
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, 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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