Erick Conway, financial advisor El Cajon CA
90 score

Erick Conway

CRD Number: 5621699
Current Firm: Wells Fargo Advisors, LLC

Erick Conway (CRD# 5621699) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in El Cajon, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC San Diego, CA Jan 2012 - Current 4
Sangria Hermosa Beach, CA Aug 2011 - Current 5
Various Insurance Carriers For W&r Insurance Agencies Hermosa Beach, CA Aug 2011 - Jan 2012 < 1
Waddell & Reed, Inc. Torrance, CA Jun 2011 - Jan 2012 < 1
Unemployed Hermosa Beach, CA Apr 2011 - Jun 2011 < 1
Scottrade Torrance, CA Nov 2008 - Apr 2011 2
12 & Highland Manhattan Beach, CA Sep 2007 - Sep 2010 3
The Shore Hermosa Beach, CA Aug 2006 - Sep 2007 1
Us Marine Corps Twenty Nine Palms, CA Oct 2002 - Aug 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2011
Contact Info for Erick S. Conway
Phone Number: 314-875-3000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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