William Erwin, financial advisor Clovis NM

William Erwin

CRD Number: 202210
Current Firm: Ameritas Advisory Services, LLC

William Erwin (CRD# 202210) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Clovis, NM and has over 32 years of experience in the finance industry.

Similar Advisors
Clint Hamilton, financial advisor Clovis NM
Clint A. Hamilton
CRD# 4735586
Lpl Financial LLC
Similar Advisors
Jason Hennessy, financial advisor Clovis NM
Jason M. Hennessy
CRD# 5537945
Lpl Financial LLC
Similar Advisors
Alan Kinlund, financial advisor Clovis NM
Alan L. Kinlund
CRD# 6137536
Edward Jones
Company Name Location Dates Years
Ameritas Advisory Services, LLC Lincoln, NE Nov 2021 - Current < 1
Ameritas Investment Corp. Lincoln, NE Jun 2006 - Current 16
Ameritas Life Insurance Corp. Lincoln, NE Jun 2006 - Current 16
Mickey's Uniforms & More Clovis, NM Jul 1995 - Current 27
Erwin & Associates Clovis, NM Jan 1985 - Current 37
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1990
S65 NASAA Investment Advisors Law Examination Jun 1997
Contact Info for William L. Erwin
Phone Number: 800-335-9858
Firm Website: https://www.ameritas.com
Registered State(s):
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    9,451
    MILLIONS
  • Total Number of Accounts
    32,295
    ACCOUNTS
  • Average Account Value
    $292,660
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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.