Erika Eckman, financial advisor Lancaster PA
76 score

Erika Eckman

CRD 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 2 years of experience in the finance industry.

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Company Name Location Dates Years
Rodgers & Associates Lancaster, PA Mar 2011 - Current 5
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Erika L. Eckman
Phone Number: 717-560-3800
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    644
    MILLIONS
  • Total Number of Accounts
    2,497
    ACCOUNTS
  • Average Account Value
    $257,783
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
Types of Clients
Registered States

CA, FL, NC, NJ, NY, PA, VA

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BADGES
76

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