Erik BagleyCRD Number: 6824405
Current Firm: Principal Securities, Inc.
Erik Bagley (CRD# 6824405) is an Investment Advisor Representative working at Principal Securities, Inc. in Folsom, CA and has over 5 years of experience in the finance industry.
Capital Planning Advisors LLC
Dynamic Wealth Strategies, LLC
|Principal Life Insurance Company||Roseville, CA||Jul 2017 - Current||5|
|Principal Securities Inc.||Roseville, CA||Jul 2017 - Current||5|
|California State Assembly||Sacramento, CA||Jun 2016 - Jul 2017||1|
|Spiritus Solutions||Redding, CA||May 2015 - May 2016||1|
|Axcient||Mountain View, CA||Mar 2014 - May 2015||1|
|Riverview Country Club||Redding, CA||Aug 2009 - Jan 2014||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2017|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management9,417MILLIONS
Total Number of Accounts46,075ACCOUNTS
Average Account Value$204,381
- 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)
- 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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