Erika EckmanCRD Number: 6332360
Current Firm: Rodgers & Associates
Erika Eckman (CRD# 6332360) is an Investment Advisor Representative working at Rodgers & Associates in Lancaster, PA and has over 3 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Kaufman Advisory Services, Inc.
Thrivent Investment Management Inc.
|Rodgers & Associates||Lancaster, PA||Mar 2011 - Current||7|
|Interstate Hotels||Lancaster, PA||Jun 2009 - Mar 2011||1|
|Unemployed||Lancaster, PA||Aug 2008 - Jun 2009||< 1|
|Sterling Financial||Lancaster, PA||Mar 2001 - Aug 2008||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management724MILLIONS
Total Number of Accounts2,604ACCOUNTS
Average Account Value$277,859
- 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
AZ, FL, LA, MD, NJ, NY, PA, TX, VA