Erin Powis, financial advisor Long Beach CA

Erin Powis

CRD Number: 4260250
Current Firm: Cetera Advisor Networks LLC

Erin Powis (CRD# 4260250) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Long Beach, CA and has over 20 years of experience in the finance industry.

Similar Advisors
Daniel Horgan, financial advisor Long Beach CA
Daniel C. Horgan
CRD# 1620034
Raymond James & Associates, Inc.
Similar Advisors
James Skorheim, financial advisor Long Beach CA
James M. Skorheim
CRD# 6384003
Dorman Skorheim Wealth Management LLC
Similar Advisors
 , financial advisor Long Beach CA

CRD# 2962660
H. Beck, Inc.
Company Name Location Dates Years
Clg LLC Gardena, CA May 2018 - Current 2
Cetera Advisor Networks El Segundo, CA May 2018 - Current 2
Jem Family LLC Ukiah, CA Mar 2002 - Current 18
Raymond James Financial Services Advisors Ukiah, CA Apr 2013 - May 2018 5
Raymond James Financial Services, Inc. Ukiah, CA Aug 2003 - May 2018 14
Savings Bank Of Mendocino County Uklah, CA Aug 2003 - May 2018 14
Jonathan Hind Financial Group Napa, CA Oct 2014 - Nov 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2001
S65 NASAA Investment Advisors Law Examination Mar 2013
Contact Info for Erin J. Powis
Phone Number: 310-326-3100
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    25,829
    MILLIONS
  • Total Number of Accounts
    85,917
    ACCOUNTS
  • Average Account Value
    $300,627
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
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

Ready to hire a financial advisor? Get competitive proposals from Erin Powis and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.