Adam Eriksen (CRD# 6721129) is an Investment Advisor Representative working at Acorns in Irvine, CA and has over 6 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Acorns | Irvine, CA | Oct 2016 - Current | 7 |
| La Fitness | Irvine, CA | Jul 2016 - Dec 2016 | < 1 |
| Costco | Tustin, CA | Nov 2011 - May 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2017 |
- CA
-
Total Assets Under Management8,211MILLIONS
-
Total Number of Accounts5,763,237ACCOUNTS
-
Average Account Value$1,425
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
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, VI, VT, WA, WI, WV, WY
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