Erika KamCRD Number: 4249178
Current Firm: Bci Securities, Inc.
Erika Kam (CRD# 4249178) is an Investment Advisor Representative working at Bci Securities, Inc. in Miami, FL and has over 6 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Kingsview Wealth Management, LLC
Efg Asset Management (americas) Corp.
|Bci Securities, Inc.||Miami, FL||Sep 2019 - Current||1|
|Principal Life Insurance Company||Miramar, FL||Apr 2014 - Sep 2019||5|
|Princor Financial Services Corporation||Miramar, FL||Apr 2014 - Sep 2019||5|
|Hapoalim Securities Usa, Inc.||Aventura, FL||Feb 2010 - Mar 2014||4|
|Bank Hapoalim Bm||Miami, FL||Apr 2007 - Mar 2014||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2014|
Total Assets Under Management102MILLIONS
Total Number of Accounts90ACCOUNTS
Average Account Value$1,135,170
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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