Erik Rinehold, financial advisor Leesburg VA

Erik Rinehold

CRD Number: 6431439
Current Firm: Raymond James Financial Services Advisors, Inc.

Erik Rinehold (CRD# 6431439) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Leesburg, VA and has over 5 years of experience in the finance industry. Erik Rinehold has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Raymond James Financial Services, Inc. Leesburg, VA Feb 2021 - Current < 1
Raymond James Financial Services Advisors, Inc. Leesburg, VA Feb 2021 - Current < 1
Nerantzis Investment Advisory Group Leesburg, VA Feb 2021 - Current < 1
Eagle Strategies LLC Bethesda, MD Jan 2020 - Feb 2021 1
Nylife Securities LLC Leesburg, VA Sep 2019 - Feb 2021 1
Maven Financial Leesburg, VA Sep 2019 - Feb 2021 1
Massmutual Vienna, VA Mar 2018 - Sep 2019 1
Mml Investors Services Vienna, VA Mar 2018 - Sep 2019 1
Merrill Lynch Bethesda, MD Feb 2017 - Feb 2018 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bethesda, MD Dec 2014 - Feb 2018 3
Mercer Chiefs Youth Hockey Organization Hamilton, NJ May 2015 - Mar 2017 1
Indiana University Of Pennsylvania Indiana, PA Aug 2010 - Dec 2014 4
Yardley Country Club Yardley, PA Apr 2008 - Sep 2014 6
Merrill Lynch- Icon Consult Pennington, NJ Jun 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2016
Contact Info for Erik R. Rinehold
Phone Number: 727-567-3020
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    272,263
    MILLIONS
  • Total Number of Accounts
    846,581
    ACCOUNTS
  • Average Account Value
    $321,603
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VI, VT, WA, WI, WV, WY

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