Erik Hulbert (CRD# 5386839) is an Investment Advisor Representative working at Eagle Strategies LLC in Fairbanks, AK and has over 15 years of experience in the finance industry.
CRD# 5435293
Eagle Strategies LLC
CRD# 6624243
Raymond James Financial Services Advisors, Inc.
CRD# 2936626
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Heart Of Gold Financial | Fairbanks, AK | Oct 2021 - Current | 2 |
| Eagle Strategies LLC | Fairbanks, AK | Sep 2015 - Current | 8 |
| Nylife Securities, LLC | Anchorage, AK | Feb 2008 - Current | 16 |
| New York Life Insurance Comp. | Anchorage, AK | Oct 2007 - Current | 16 |
| Hulbert Investments & Insurance Agency | Fairbanks, AK | Dec 2016 - Jun 2022 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2015 |
- AK
-
Total Assets Under Management20,358MILLIONS
-
Total Number of Accounts95,287ACCOUNTS
-
Average Account Value$213,647
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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
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