Erik Sartin, financial advisor Fort Collins CO
93 score

Erik Sartin

CRD Number: 6089362
Current Firm: Park Avenue Securities LLC

Erik Sartin (CRD# 6089362) is an Investment Advisor Representative working at Park Avenue Securities LLC in Fort Collins, CO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Park Avenue Securities LLC Fort Collins, CO Jul 2012 - Current 5
Guardian Life Insurance Co Of America Fort Collins, CO May 2012 - Current 6
Sentry Insurance Lubbock, TX Dec 2005 - Jun 2012 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Erik M. Sartin
Phone Number: 1-888-600-4667
Registered State(s):
  • CO
  • NM
  • TX
  • WA
  • WY
By the Numbers
  • Total Assets Under Management
    2,821
    MILLIONS
  • Total Number of Accounts
    15,391
    ACCOUNTS
  • Average Account Value
    $183,263
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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