Erik RineholdCRD Number: 6431439
Current Firm: Raymond James Financial Services Advisors, Inc.
Compensation Model: Both
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Nerantzis Investment Advisory Group||Leesburg, VA||Mar 2021 - Current||2|
|Raymond James Financial Services, Inc.||Leesburg, VA||Feb 2021 - Current||2|
|Raymond James Financial Services Advisors, Inc.||Leesburg, VA||Feb 2021 - Current||2|
|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|
Total Assets Under Management245,249MILLIONS
Total Number of Accounts932,793ACCOUNTS
Average Account Value$262,919
- 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
- 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
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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