Erik Persson, financial advisor Charlotte NC
89 score

Erik Persson

CRD Number: 6118450
Current Firm: Sterling Capital Management LLC

Erik Persson (CRD# 6118450) is an Investment Advisor Representative working at Sterling Capital Management LLC in Charlotte, NC and has over 2 years of experience in the finance industry.

Similar Advisors
Tony Montanari, financial advisor Charlotte NC
Tony Montanari
CRD# 3089483
Prospera Financial Services, Inc.
Score
104
Similar Advisors
Robert Higgins, financial advisor Charlotte NC
Robert D. Higgins
CRD# 2500734
Dalton Financial LLC
Score
103
Similar Advisors
Luther Lockwood II, financial advisor Charlotte NC
Luther A. Lockwood II
CRD# 2082331
M Holdings Securities, Inc.
Score
103
Company Name Location Dates Years
Sterling Capital Distributors, LLC Charlotte, NC Dec 2013 - Current 3
Sterling Capital Management Charlotte, NC Oct 2013 - Current 3
Unemployed Mount Pleasant, SC May 2013 - Oct 2013 < 1
Mcdaniel Corporation Columbia, SC Aug 2012 - May 2013 < 1
Univeristy Of South Carolina Columbia, SC Aug 2008 - May 2013 4
Office Of The Attorney General Columbia, SC Feb 2011 - Oct 2011 < 1
Attorney General Campaign Columbia, SC Aug 2010 - Dec 2010 < 1
Brickyard Amcs Mount Pleasant, SC May 2008 - Aug 2008 < 1
High School Mount Pleasant, SC Aug 2005 - Aug 2008 3
Mount Pleasant Recreation Department Mount Pleasant, SC Apr 2006 - May 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2014
S65 NASAA Investment Advisors Law Examination Jul 2014
Contact Info for Erik M. Persson
Phone Number: 704-927-4175
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    51,155
    MILLIONS
  • Total Number of Accounts
    4,417
    ACCOUNTS
  • Average Account Value
    $11,581,309
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Erik Persson and other advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.