Erik LindholmCRD Number: 2624238
Current Firm: Independence Square Holdings, LLC
Erik Lindholm (CRD# 2624238) is an Investment Advisor Representative working at Independence Square Holdings, LLC in King Of Prussia, PA and has over 27 years of experience in the finance industry.
Lpl Financial LLC
Raymond James Financial Services Advisors, Inc.
Oppenheimer & Company Inc.
|Independence Square Holdings, LLC||King Of Prussia, PA||Aug 2019 - Current||4|
|Lpl Financial, LLC||King Of Prussia, PA||Dec 2016 - Current||6|
|Private Advisor Group, LLC||King Of Prussia, PA||Dec 2016 - Jan 2020||3|
|Ameriprise Financial Services||Conshohocken, PA||Oct 2009 - Dec 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1996|
|S65||NASAA Investment Advisors Law Examination||Oct 2000|
Total Assets Under Management926MILLIONS
Total Number of Accounts2,025ACCOUNTS
Average Account Value$457,469
- 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)
AZ, CA, CO, CT, DE, FL, GA, IN, KY, LA, MA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA
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